Paul Friedrich
Financial Adviser
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About
Paul Friedrich is an ASIC-registered financial adviser based in Redcliffe, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With over two decades of experience in the financial services industry, Paul holds a Diploma of Financial Planning from the Financial Planning Association (FPA) and has continually expanded his expertise through advanced training, including RG146 accreditation in Margin Lending and specialist knowledge in Self-Managed Super Funds (SMSFs) from SuperConcepts & University of Adelaide (ICFS). Further demonstrating his commitment to excellence, Paul has completed specialist training in Margin Lending with Kaplan Professional. Paul is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive holistic solutions that meet their unique needs. These include superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice and strategies • Comprehensive insurance solutions • Tailored wealth management plans • Retirement planning for a secure future • Investment advice across various asset classes Ready to take control of your financial future? Contact Paul today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Paul Friedrich offer?
Paul Friedrich provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. He can help you with everything from setting up a superannuation fund to creating a comprehensive retirement plan.
What qualifications does Paul Friedrich have?
Paul holds a Diploma of Financial Planning (DFP 1-8) from the Financial Planning Association (FPA), RG146 accreditation in Margin Lending, is an SMSF Specialist, and has specialist training in Margin Lending with Kaplan Professional.
How does Paul Friedrich work with clients to create a financial plan?
Paul works closely with his clients to understand their individual circumstances, financial goals, and risk tolerance. He then develops a customized financial plan that addresses their specific needs and helps them achieve their objectives. This process involves regular reviews and adjustments to ensure the plan remains aligned with the client's evolving needs.
What can I expect from my first meeting with Paul Friedrich?
During your initial consultation with Paul, you can expect to discuss your current financial situation, your goals for the future, and any concerns you may have. Paul will explain his approach to financial planning and answer any questions you may have about his services.
Why should I choose Paul Friedrich as my financial advisor?
Paul brings a wealth of experience and expertise to his role as a financial advisor. His commitment to ongoing professional development ensures he remains at the forefront of industry best practices. Furthermore, Paul is dedicated to building long-term relationships with his clients based on trust, transparency, and personalized service.
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