Paul Briggs
Financial Adviser
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About
Paul Briggs is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Paul holds a Bachelor of Commerce from La Trobe University, majoring in Finance with a minor in Financial Planning, and has completed his RG146 (Securities) certification through Kaplan. Furthering his expertise, Paul is currently completing a Master of Financial Planning at Griffith University. Paul is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Paul today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
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Licence & Registration Details
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Frequently Asked Questions
What types of insurance advice can Paul Briggs provide?
Paul can provide advice on both Investment Life Insurance and Life Risk Insurance, helping you to protect yourself and your loved ones from unforeseen circumstances.
What qualifications does Paul Briggs have?
Paul holds a Bachelor of Commerce (Finance major, Financial Planning minor) from La Trobe University, RG146 (Securities) certification from Kaplan, and is currently completing a Master of Financial Planning at Griffith University.
What is involved in the financial planning process with Paul?
The financial planning process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Paul will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments will be made to ensure your plan remains aligned with your evolving needs.
Can Paul Briggs help me with my superannuation?
Yes, Paul can provide comprehensive advice on superannuation, including selecting the right fund, contribution strategies, and retirement planning.
What should I expect during my first meeting with Paul Briggs?
During your first meeting, you can expect a thorough discussion about your financial situation, goals, and concerns. Paul will explain his services and how he can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if Paul is the right financial adviser for you.
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