Paul Israel
Financial Adviser
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About
Paul Israel is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive strategies. With a strong academic foundation including a Bachelor of Commerce with majors in Economics & Business Law from Macquarie University (1997), and a Post Graduate Diploma in Applied Finance & Investment from Securities Institute Australia (2001), Paul possesses a deep understanding of financial markets and investment principles. Further certifications include SDIA Accreditation Program ASIC PS146 from Deakin Prime University (2002), a Certificate of Attainment in Margin Lending & Geared Investments from Kaplan Professional (2011), and a Statement of Attainment in Superannuation and SMSF from Financial Education Professionals (2015). Paul successfully completed the FASEA Financial Adviser Exam in 2021, demonstrating his commitment to upholding the highest professional standards. Paul is authorised to provide advice on a range of financial products, including superannuation and wealth management as well as securities. Key services include: • Superannuation advice • Wealth management strategies • Securities investments Ready to take control of your financial future? Contact Paul today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Paul Israel offer?
Paul specialises in superannuation advice, wealth management strategies, and securities investments. He can help you create a personalised plan to achieve your specific financial goals.
What qualifications does Paul Israel have?
Paul holds a Bachelor of Commerce from Macquarie University, a Post Graduate Diploma in Applied Finance & Investment, SDIA Accreditation, and certificates in Margin Lending, Superannuation and SMSF. He has also passed the FASEA Financial Adviser Exam.
How does Paul Israel approach financial planning?
Paul takes a holistic approach, considering your current financial situation, future goals, and risk tolerance to develop a tailored strategy. He prioritises clear communication and ongoing support to ensure you feel confident and informed.
What can I expect during my initial consultation with Paul?
During your initial consultation, Paul will take the time to understand your financial situation, goals, and concerns. He will explain his services in detail and answer any questions you may have. This is an opportunity to determine if Paul is the right fit for your financial needs.
How can Paul help me with my superannuation?
Paul can provide advice on a range of superannuation matters, including fund selection, contribution strategies, and retirement planning. He can also assist with establishing and managing a Self-Managed Super Fund (SMSF).
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