Paul Case
Financial Adviser
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About
Paul Case is an ASIC-registered financial adviser dedicated to providing tailored financial solutions to individuals and families in Norwood, SA, and across Australia. With a Bachelor of Economics from Adelaide University (1990) and accreditation as a Chartered Accountant with Chartered Accountants Australia and New Zealand (1992), Paul brings a wealth of knowledge and experience to his practice. Further enhancing his expertise, he completed studies in Margin Lending & Geared Investments with Kaplan Professional in 2019. Paul is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and securities. He specialises in wealth management and retirement planning, ensuring his clients are well-prepared for their future financial goals. His professional memberships with Chartered Accountants Australia and New Zealand (CA ANZ) demonstrates his commitment to the highest ethical and professional standards. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Whether you're looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Paul can help. Contact Paul today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Paul Case offer?
Paul Case provides comprehensive financial advice, including superannuation, insurance, wealth management, and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Paul Case have?
Paul holds a Bachelor of Economics from Adelaide University and is a Chartered Accountant with Chartered Accountants Australia and New Zealand. He also holds qualifications in Margin Lending & Geared Investments from Kaplan Professional.
How can Paul Case help me plan for retirement?
Paul can help you develop a personalized retirement plan that takes into account your financial goals, risk tolerance, and current financial situation. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What is the process of working with Paul Case?
The process typically starts with an initial consultation to discuss your financial goals and needs. Paul will then develop a tailored financial plan for you, which he will review and update regularly. He will work closely with you to implement your plan and ensure that you are on track to achieve your goals.
Is Paul Case a member of any professional organizations?
Yes, Paul is a member of Chartered Accountants Australia and New Zealand (CA ANZ), demonstrating his commitment to upholding high ethical and professional standards in the financial advice industry.
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