Paul Sharkey
Financial Adviser
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About
Paul Sharkey is an ASIC-registered financial adviser based in Melbourne, VIC. With a strong academic foundation including a Bachelor of Applied Science from the University of Melbourne, an Advanced Diploma in Financial Services (Financial Planning) from Kaplan, and a Master of Entrepreneurship & Innovation from Swinburne University of Technology, Paul combines financial expertise with an innovative approach to wealth management. As a member of the Entrepreneurs Organisation - Australia Victoria and the SMSF Association, Paul is committed to staying at the forefront of industry knowledge and best practices. He is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet each client's unique needs. Paul can provide advice on: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Paul is dedicated to providing expert advice and personalised service. Contact Paul today to discuss your financial goals and how he can help you achieve them.
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Frequently Asked Questions
What types of financial advice does Paul Sharkey offer?
Paul Sharkey 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 Sharkey have?
Paul Sharkey holds a Bachelor of Applied Science from the University of Melbourne, an Advanced Diploma in Financial Services (Financial Planning) from Kaplan, and a Master of Entrepreneurship & Innovation from Swinburne University of Technology.
What is Paul Sharkey's approach to financial planning?
Paul Sharkey combines his extensive financial knowledge with an innovative approach to wealth management, tailoring solutions to meet each client's unique needs and goals. He focuses on building long-term relationships based on trust and delivering exceptional service.
How can Paul Sharkey help me with my retirement planning?
Paul Sharkey can provide comprehensive retirement planning advice, including superannuation strategies, investment options, and strategies to maximize your retirement income. He will work with you to create a personalized plan that aligns with your lifestyle goals and financial situation.
Is Paul Sharkey qualified to provide SMSF advice?
Yes, as a member of the SMSF Association, Paul Sharkey is well-equipped to provide advice and guidance on self-managed super funds (SMSFs).
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