Paul Formica
Financial Adviser
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About
Paul Formica is an ASIC-registered financial adviser based in Bundoora, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Paul holds a Bachelor of Commerce (Financial Planning) from Deakin University (2021), providing him with a strong foundation in financial principles and practices. Paul is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His comprehensive understanding of these areas allows him to create personalized strategies that address each client's unique circumstances. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Paul Formica today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Paul Formica offer?
Paul Formica 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 Formica have?
Paul Formica holds a Bachelor of Commerce (Financial Planning) from Deakin University.
What can I expect during my first meeting with Paul Formica?
During your initial consultation, Paul will take the time to understand your current financial situation, future goals, and risk tolerance. He will then outline potential strategies and solutions tailored to your specific needs.
How can wealth management advice from Paul Formica help me?
Wealth management advice from Paul can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio.
Is Paul Formica registered and authorized to provide financial advice in Australia?
Yes, Paul Formica is an ASIC-registered financial adviser.
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