Paul Kearney
Financial Adviser
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About
Paul Kearney is an ASIC-registered financial adviser dedicated to helping individuals and families in Fitzroy and across Australia achieve their financial goals. With a Bachelor of Commerce from the University of Melbourne (1986), CPA Program accreditation from CPA Australia (1996), and Certified Financial Planner certification from the Financial Planning Association of Australia Ltd (2002), Paul brings a wealth of knowledge and experience to his clients. He also holds certifications in Margin Lending & Geared Investments from Kaplan (2010) and has successfully completed the FASEA Financial Adviser Exam (2021). Paul is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards. Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, Paul can assist you with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His holistic approach ensures that all aspects of your financial life are considered when developing tailored strategies. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Paul is here to help. Contact Paul Kearney today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What financial planning services does Paul Kearney offer?
Paul Kearney provides a comprehensive range of financial planning services, including superannuation advice, retirement planning, wealth management, and insurance solutions. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Paul Kearney have?
Paul Kearney holds a Bachelor of Commerce from the University of Melbourne, CPA Program accreditation from CPA Australia, Certified Financial Planner certification from the Financial Planning Association of Australia Ltd, and certifications in Margin Lending & Geared Investments from Kaplan. He has also completed the FASEA Financial Adviser Exam.
How does Paul Kearney develop a financial plan for his clients?
Paul works closely with his clients to understand their current financial situation, future goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. Regular reviews and adjustments ensure the plan remains aligned with their evolving circumstances.
What can I expect during my first meeting with Paul Kearney?
During your initial consultation with Paul, you can expect a friendly and informative discussion about your financial goals and current situation. Paul will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity to determine if Paul is the right financial adviser for you.
Why is it important to seek advice from an ASIC-registered financial adviser like Paul Kearney?
Seeking advice from an ASIC-registered financial adviser ensures that you are working with a qualified professional who is bound by a code of ethics and regulatory requirements. This provides you with confidence that the advice you receive is in your best interest and compliant with Australian financial regulations.
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