Paul Shay
Financial Adviser
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About
Paul Shay is an ASIC-registered financial adviser based in Wodonga, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Paul brings a wealth of knowledge and experience to his practice, underpinned by a Certificate of Business Studies from Yallourn College of TAFE (1987), a Diploma of Financial Planning from Deakin University (1997), and the prestigious Certified Financial Planner designation from the Financial Planning Association of Australia (1999). Demonstrating his commitment to ethical practice, Paul completed the Ethics for Professional Advisers bridging unit from Kaplan Higher Education in 2021. He is also a proud member of the Financial Advice Association of Australia (FAAA). Paul is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • 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 he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Paul Shay offer?
Paul Shay specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on a range of financial products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Paul Shay have?
Paul Shay holds a Certificate of Business Studies, a Diploma of Financial Planning from Deakin University, and is a Certified Financial Planner. He also completed the Ethics for Professional Advisers bridging unit.
How does Paul Shay develop a financial plan for his clients?
Paul works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a tailored financial plan designed to help them achieve their objectives. This involves a thorough analysis of their current financial position, followed by the development of strategies and recommendations.
What should I expect during my first meeting with Paul?
During your initial consultation, Paul will discuss your financial goals, current financial situation, and risk tolerance. This meeting is an opportunity for you to ask questions and for Paul to understand your needs and objectives. There's no obligation to proceed after the initial consultation.
Why should I choose Paul Shay as my financial adviser?
Paul Shay offers extensive experience, strong qualifications, and a commitment to ethical practice. As an ASIC-registered financial advisor, Paul can give you the confidence that you are receiving considered advice from a financial expert.
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