Paul Milbourne
Financial Adviser
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About
Paul Milbourne is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive planning. With a strong educational background, including a Diploma of Financial Services (Financial Planning) from AMP Financial Planning Pty Ltd (2007), an Advanced Diploma of Financial Planning from Mentor Education (2017), successful completion of the ASIC Financial Adviser Exam (2021), and a Graduate Diploma of Financial Planning from Kaplan Professional expected in 2025, Paul possesses the knowledge and expertise to provide sound financial guidance. Paul is also a proud member of the Million Dollar Round Table (MDRT), an esteemed association recognising outstanding performance in the financial services industry. Paul is authorised to provide advice on a range of financial products, including superannuation, insurance (Investment Life Insurance and Life Risk Insurance), ensuring clients have access to the solutions they need to protect their assets and secure their future. • Superannuation advice to help you maximise your retirement savings • Comprehensive insurance solutions to protect you and your family • Investment Life Insurance strategies to build wealth • Life Risk Insurance to safeguard your future • Wealth Management Ready to take control of your financial future? Contact Paul Milbourne today for a consultation and discover how personalised financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Paul Milbourne offer?
Paul Milbourne is authorised to provide advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), and wealth management strategies. He can help you with retirement planning, wealth creation, and protecting your assets.
What are Paul Milbourne's qualifications and experience?
Paul holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, has passed the ASIC Financial Adviser Exam, and is completing a Graduate Diploma of Financial Planning. He is also a member of the Million Dollar Round Table (MDRT).
What can I expect during my first consultation with Paul Milbourne?
During your initial consultation, Paul will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs.
How does Paul Milbourne stay up-to-date with the latest financial regulations and market trends?
Paul is committed to ongoing professional development and regularly participates in industry training and seminars to stay informed about the latest changes in financial regulations, market trends, and investment strategies. He is currently undertaking a Graduate Diploma of Financial Planning.
Does Paul Milbourne work with self-managed super funds (SMSFs)?
Yes, Paul can provide advice on superannuation, which may be relevant to individuals with SMSFs. He can help you understand the rules and regulations surrounding SMSFs and develop a strategy to maximise your retirement savings.
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