Paul Rattray
Financial Adviser
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About
Paul Rattray is an ASIC-registered financial adviser based in Parramatta, NSW, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Paul holds a Master of Professional Accounting from Southern Cross University and is a Certified Practicing Accountant (CPA) with CPA Australia, a Chartered Accountant (CA) with Chartered Accountants Australia & New Zealand (CA ANZ), and holds a Diploma of Financial Planning. With extensive qualifications and a commitment to ethical practice demonstrated by his FPC002B Ethics and Professionalism in Financial Advice certification from Kaplan Higher Education, Paul provides expert advice on a range of financial products. He is authorised to provide advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Paul's services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you're planning for retirement, seeking to grow your wealth, or need expert advice on superannuation and insurance, Paul can help you navigate the complexities of the financial landscape. Contact Paul today for a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What financial planning services does Paul Rattray offer?
Paul Rattray specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What qualifications does Paul Rattray have?
Paul holds a Master of Professional Accounting, is a Certified Practicing Accountant (CPA), a Chartered Accountant (CA), and holds a Diploma of Financial Planning, along with specialist qualifications in finance and mortgage broking, and ethics in financial advice.
How does the financial planning process with Paul Rattray work?
The process typically starts with an initial consultation to understand your financial situation and goals. Paul will then develop a personalised financial plan, implement the plan, and provide ongoing reviews to ensure it remains aligned with your changing needs.
What can I expect from working with Paul Rattray?
You can expect a professional, ethical, and client-focused approach. Paul is committed to providing clear, easy-to-understand advice and building long-term relationships with his clients based on trust and mutual respect.
Why should I choose an ASIC-registered financial advisor like Paul Rattray?
Choosing an ASIC-registered advisor ensures they meet specific regulatory requirements and adhere to ethical standards. This provides you with confidence that you are receiving qualified and trustworthy financial advice.
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