Paul Barsden
Financial Adviser
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About
Paul Barsden is an ASIC-registered financial adviser based in Dunsborough, Western Australia, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong academic foundation including a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia, a Diploma of Financial Services (Financial Planning) from Tribeca Learning, and a Master of Financial Planning from Curtin University, Paul combines extensive knowledge with practical expertise. Paul further distinguishes himself with specialist qualifications such as SMSF Specialist Adviser accreditation from the Self Managed Super Fund Association and certification as a Certified Financial Planner (CFP) from the Financial Planning Association of Australia (now FAAA). He is an active member of several prestigious professional bodies, including the Finance Brokers Association of Australia (FBAA), the Financial Advice Association of Australia (FAAA), the Financial Services Institute of Australasia (FINSIA), and the SMSF Association, and is also a Member of the Roll of the Supreme Court of Western Australia. Paul is authorized to provide advice on a comprehensive 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. This broad authorization allows him to craft holistic financial strategies tailored to each client's unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice • SMSF advice Ready to take control of your financial future? Contact Paul today to arrange a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Paul Barsden offer?
Paul Barsden provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He creates tailored strategies to help you achieve your financial goals.
What qualifications does Paul Barsden have?
Paul Barsden holds a Graduate Diploma of Applied Finance and Investment, a Diploma of Financial Services (Financial Planning), a Master of Financial Planning, is an SMSF Specialist Adviser, and a Certified Financial Planner. He also holds memberships with FBAA, FAAA, FINSIA, and the SMSF Association and is a Member of the Roll of the Supreme Court of Western Australia.
What is involved in the financial planning process with Paul Barsden?
The financial planning process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Paul will then develop a personalized financial plan tailored to your needs. He will regularly review and adjust the plan as needed to ensure it remains aligned with your evolving circumstances.
How can Paul Barsden help me with my superannuation?
Paul can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating multiple accounts, optimizing contributions, and planning for retirement income. As an SMSF Specialist Adviser, he also provides specialist advice for self-managed super funds.
What can I expect from a consultation with a financial advisor?
During a consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. The advisor will ask questions to understand your needs and provide information on how they can help you achieve your goals. It’s a good opportunity to assess whether the advisor is a good fit for you.
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