Paul Holding
Financial Adviser
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About
Paul Holding is an ASIC-registered financial adviser based in Waterways, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built on extensive qualifications, including a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, and specialized training in Margin Lending, SMSFs, and ASX-listed products from Kaplan Professional, Paul provides informed and strategic guidance. As a member of the Financial Advice Association of Australia (FAAA), Paul adheres to the highest professional and ethical standards, ensuring clients receive trustworthy and reliable advice. Paul is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Paul's commitment is to provide personalised financial solutions, empowering you to make informed decisions about your financial future. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Paul today to arrange a consultation and discover how tailored financial advice can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Paul Holding offer?
Paul Holding 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 qualifications does Paul Holding have?
Paul Holding holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, and has completed specialized training in Margin Lending, SMSFs, and ASX-listed products from Kaplan Professional.
How does Paul Holding approach financial planning?
Paul Holding takes a personalised approach, focusing on understanding your unique financial situation and goals to develop tailored strategies that meet your needs.
What can I expect during my first consultation with Paul Holding?
During your first consultation, Paul will discuss your current financial situation, future goals, and risk tolerance to gain a comprehensive understanding of your needs. This will help him develop a personalised financial plan for you.
Is Paul Holding a member of any professional associations?
Yes, Paul Holding is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding high professional and ethical standards.
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