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Paul Ford

Paul Ford

Financial Adviser

Morgans Financial Limited - Sydney Reynolds Securities
Sydney, NSW 2000
0293734455
[email protected]

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About

Paul Ford is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive wealth management strategies. Paul holds an SDIA Accreditation from Deakin University (2002) and a Margin Lending Accreditation from SAA (2010). His commitment to professionalism is further demonstrated through his membership with the Stockbrokers and Investment Advisers Association (SIAA). Paul is authorised to provide advice on a range of financial products, including wealth management solutions, securities, and government debt securities. He leverages his extensive knowledge and experience to provide strategic guidance, ensuring clients make informed decisions aligned with their unique circumstances and aspirations. Key services offered include: • Wealth Management • Securities Advice • Government Debt Securities Guidance • Investment Strategies • Portfolio Management Ready to take control of your financial future? Contact Paul Ford today to schedule a consultation and discover how he can help you achieve your financial objectives.

Specialisations

Areas of Expertise

Securities Government Debt Securities Wealth Management Strategies Securities Advice Investment Planning Portfolio Management

Client Types

Personal Investors SMSF Trust Structures Company Structures Self-Employed

Services

Wealth Management
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000280102

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Paul Ford provide?

Paul Ford specialises in providing advice on wealth management, securities, and government debt securities. He can help you develop a comprehensive financial plan tailored to your individual needs and goals.

What are Paul Ford's qualifications?

Paul holds an SDIA Accreditation from Deakin University (2002) and a Margin Lending Accreditation Program from SAA (2010). He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).

How does Paul Ford approach financial planning?

Paul takes a client-centric approach, focusing on understanding your unique circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help you achieve your objectives.

What can I expect during my first meeting with Paul?

During your initial consultation, Paul will discuss your financial situation, goals, and any concerns you may have. This meeting will help him understand your needs and determine how he can best assist you.

Does Paul Ford work with SMSFs?

While Paul's primary focus is on wealth management, securities, and government debt securities, he can provide guidance relevant to SMSF investment strategies within these areas. It's best to discuss your specific SMSF needs during a consultation.

Get in Touch

Contact Paul directly for personalised advice.

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