Paul Gardiner
Financial Adviser
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About
Paul Gardiner is an ASIC-registered financial adviser based in Bunbury, WA, dedicated to providing comprehensive and personalised financial solutions. With a career underpinned by extensive qualifications, Paul holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Finance/Mortgage Broking Management), an Accredited Aged Care Professional certification, a Graduate Diploma of Financial Planning, and specialist training in Margin Lending and Geared Investments and Tax for Financial Advising. These qualifications ensure Paul is well-equipped to handle a wide range of financial needs. Paul is authorised to provide advice on a broad spectrum of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This allows him to create tailored strategies to help you achieve your financial goals, whatever they may be. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance and superannuation, Paul can help. Contact Paul today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Paul Gardiner offer?
Paul Gardiner provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He can help you with your specific financial goals.
What qualifications does Paul Gardiner have?
Paul Gardiner holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Finance/Mortgage Broking Management), is an Accredited Aged Care Professional, and has a Graduate Diploma of Financial Planning. He also has specialist training in Margin Lending and Geared Investments and Tax for Financial Advising.
How does Paul Gardiner work with clients?
Paul works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a personalised financial plan to help them achieve their objectives. He will explain recommendations in simple terms and will regularly review the plan to ensure it continues to meet your needs.
What can I expect during my first meeting with Paul Gardiner?
During your initial consultation, Paul will take the time to understand your current financial situation, your short-term and long-term goals, and any concerns you may have. This information will help him develop a tailored financial plan that addresses your specific needs and aspirations.
Does Paul Gardiner specialise in any particular area of financial planning?
Paul has specialist expertise in aged care financial planning and tax for financial advising, in addition to his broad range of financial planning capabilities. He can provide comprehensive advice tailored to your individual needs.
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