Paul Stone
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Paul Stone is an ASIC-registered financial adviser based in Mount Eliza, Victoria, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Diploma of Financial Advising from the Securities Institute of Australia (2002) and further qualifications including Financial Plan Construction & Review (DFP 8) and certification as a Financial Planner from the Financial Planning Association of Australia Limited (2011), Paul brings a wealth of knowledge and experience to his practice. He is also accredited in Margin Lending & Geared Investments and has completed training in Ethics and Professionalism in Financial Advice, ensuring he operates with the highest standards of integrity. As a member of the Financial Advice Association of Australia (FAAA), Paul is committed to ongoing professional development and upholding the FAAA's code of ethics. Authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning, Paul tailors his advice to meet the unique needs of each client. He provides comprehensive advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Paul Stone today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Paul Stone offer?
Paul Stone specialises in providing advice on 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.
What are Paul Stone's qualifications?
Paul holds a Diploma of Financial Advising from the Securities Institute of Australia, has completed Financial Plan Construction & Review (DFP 8), is a Certified Financial Planner with the Financial Planning Association of Australia Limited, and is accredited in Margin Lending & Geared Investments. He also holds a certificate in Ethics and Professionalism in Financial Advice.
How does Paul Stone approach financial planning?
Paul takes a client-centered approach, focusing on understanding your individual financial goals and circumstances. He then develops a tailored financial plan designed to help you achieve those goals. He ensures his advice is clear, concise, and easy to understand.
What can I expect during my first meeting with Paul Stone?
During your initial consultation, Paul will discuss your current financial situation, your goals, and your risk tolerance. This meeting is an opportunity for you to ask questions and get to know Paul's approach to financial planning. There is no obligation to proceed after the initial consultation.
Is Paul Stone a member of any professional associations?
Yes, Paul is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding high ethical and professional standards in the financial advice industry.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.