Paul Atkin
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Paul Atkin is an ASIC-registered financial adviser dedicated to helping individuals and families in Kurri Kurri and throughout NSW achieve their financial goals. With over two decades of experience in the financial services industry, Paul holds several advanced qualifications, including a Master of Financial Planning from Griffith University and the Certified Financial Planner designation from the Financial Planning Association of Australia (now the Financial Advice Association Australia). He is also a proud member of the Association of Independently Owned Financial Professionals (AIOFP). Paul is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is passionate about empowering his clients to make informed decisions that align with their unique circumstances and aspirations. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you are planning for retirement, seeking to grow your wealth, or need assistance with insurance, Paul provides tailored advice to help you achieve financial security. Contact Paul today for a consultation and discover how he can help you build a brighter financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Paul Atkin offer?
Paul Atkin provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He can help you with retirement planning, wealth accumulation, risk management and other financial goals.
What qualifications does Paul Atkin have?
Paul holds a Master of Financial Planning, a Graduate Certificate in Financial Planning, a Diploma of Financial Planning, and is a Certified Financial Planner. He also holds qualifications in Self Managed Superannuation Funds and is an Accredited Listed Product Adviser. These qualifications demonstrate his commitment to providing knowledgeable and professional financial advice.
What is Paul Atkin's approach to financial planning?
Paul takes a personalized approach to financial planning, focusing on understanding your individual circumstances, goals, and risk tolerance. He will work with you to develop a tailored strategy that aligns with your needs and helps you achieve your financial objectives.
How do I get started with Paul Atkin?
Simply contact Paul to schedule an initial consultation. This meeting will allow you to discuss your financial situation and determine if his services are the right fit for you. He will explain his fees and services clearly upfront.
What should I expect during my first meeting with a financial advisor like Paul Atkin?
During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. Paul will ask questions to gain a comprehensive understanding of your needs and will explain how he can help you achieve your objectives.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.