Paul Bilson
Financial Adviser
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About
Paul Bilson is an ASIC-registered financial adviser based in Ballarat, VIC, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Paul holds a Diploma of Financial Planning from Deakin University (1997) and earned the Certified Financial Planner designation from the Financial Planning Association in 1999. He further enhanced his expertise with specialized training in Margin Lending and Geared Investments from Kaplan in 2010. As a member of the Financial Advice Association of Australia (FAAA), Paul adheres to the highest ethical and professional standards. Paul is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management. His expertise extends to retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, ensuring a holistic approach to financial well-being. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance With a client-focused approach, Paul is committed to providing clear, understandable advice to help you make informed decisions about your financial future. Contact Paul Bilson today to schedule 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 Bilson offer?
Paul Bilson provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Paul Bilson have?
Paul Bilson holds a Diploma of Financial Planning from Deakin University (1997), is a Certified Financial Planner (1999), and has specialized training in Margin Lending and Geared Investments from Kaplan (2010).
What is Paul Bilson's approach to financial planning?
Paul takes a client-focused approach, providing clear and understandable advice to help you make informed decisions about your financial future. He focuses on tailoring strategies to meet individual needs and goals.
How can I schedule a consultation with Paul Bilson?
You can contact Paul Bilson directly to schedule a consultation. He'll discuss your financial situation, goals, and how he can assist you in achieving them.
What can I expect during my first meeting with Paul Bilson?
During your first meeting, Paul will discuss your current financial situation, your financial goals, and your risk tolerance. He will then outline a strategy tailored to your specific needs.
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