Paul Blake
Financial Adviser
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About
Paul Blake is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce (Financial Planning) from Curtin University and a Master of Financial Planning from Griffith University, Paul combines academic knowledge with practical experience to deliver tailored financial solutions. Paul further enhanced his expertise with qualifications in Self Managed Superannuation Funds, Income Tax Law, Ethics and Professionalism, and Principles of Business and Corporations Law. While not currently holding any professional memberships, Paul is committed to ongoing professional development and providing high-quality advice. Authorised to provide advice on a comprehensive range of financial products, Paul can assist you with superannuation, insurance, wealth management and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Paul today to schedule 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 Blake offer?
Paul Blake specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Paul Blake have?
Paul holds a Bachelor of Commerce (Financial Planning) from Curtin University and a Master of Financial Planning from Griffith University. He also has qualifications in Self Managed Superannuation Funds, Income Tax Law, Ethics and Professionalism, and Principles of Business and Corporations Law.
What is involved in Paul Blake's financial planning process?
The financial planning process typically involves an initial consultation to understand your financial goals and circumstances, followed by the development of a tailored financial plan. This plan will be regularly reviewed and adjusted as needed to ensure it continues to meet your evolving needs.
How can Paul Blake help me with my retirement planning?
Paul can help you assess your current retirement savings, develop a strategy to maximise your retirement income, and navigate the complexities of superannuation and other retirement savings vehicles.
What can I expect when working with Paul Blake?
When you work with Paul, you can expect personalised advice, clear communication, and a commitment to helping you achieve your financial goals. He prioritises building long-term relationships with his clients based on trust and mutual respect.
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