Paul Dunn
Financial Adviser
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About
Paul Dunn is an ASIC-registered financial adviser based in Gladstone Park, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma in Financial Advising from the Securities Institute (2002) and further certifications including Margin Lending & Geared Investments (KAPLAN, 2010), Certified Financial Planner (FPAA, 2011), Registered Tax Agent (Tax Practitioners Board, 2013), and Certificate IV in Finance & Mortgage Broking (KAPLAN, 2014), Paul possesses a wealth of knowledge and experience to guide you through the complexities of the financial landscape. He is a proud member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australia, ensuring he adheres to the highest ethical and professional standards. Paul is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to grow your wealth, protect your family's future, or plan for a comfortable retirement, Paul can help you develop a strategy that aligns with your unique circumstances and aspirations. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Take the first step towards a secure financial future. Contact Paul Dunn 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 Dunn offer?
Paul Dunn specializes in superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. He provides tailored financial advice to help clients achieve their unique financial goals.
What qualifications does Paul Dunn have?
Paul Dunn holds a Diploma in Financial Advising from the Securities Institute, certifications in Margin Lending & Geared Investments and is a Certified Financial Planner (FPAA). He is also a Registered Tax Agent and holds a Certificate IV in Finance & Mortgage Broking. He is a member of the FAAA and FINSIA.
How does Paul Dunn develop a financial plan for his clients?
Paul works closely with each client to understand their individual circumstances, financial goals, and risk tolerance. He then develops a customized financial plan that outlines strategies to achieve those goals, regularly reviewing and adjusting the plan as needed.
What can I expect during my initial consultation with Paul Dunn?
During your initial consultation, Paul will discuss your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your objectives. This is also an opportunity for you to ask questions and determine if Paul is the right financial adviser for you.
How does Paul Dunn stay up-to-date with changes in the financial industry?
Paul is committed to ongoing professional development and regularly attends industry conferences, seminars, and training sessions to stay informed about the latest changes in financial regulations, products, and strategies. He maintains memberships with FAAA and FINSIA which also contribute to ongoing learning.
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