Paul Ellenberg
Financial Adviser
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About
Paul Ellenberg is an ASIC-registered financial adviser based in South Perth, WA, dedicated to helping clients achieve their financial goals through tailored and comprehensive advice. With a Diploma of Financial Planning from the FPA in co-operation with Deakin University (2004) and further specialist qualifications including Self Managed Superannuation Funds (Kaplan, 2011), SMSF Specialist Advisor (SMSF Professionals' Association of Australia, 2013), Certified Financial Strategist (2015), and Accredited Listed Product Adviser Program (Kaplan Professional, 2017), Paul possesses a wealth of knowledge and experience. As a member of the Association of Independently Owned Financial Professionals (AIOFP) and the SMSF Association, Paul is committed to upholding the highest standards of professionalism and ethical conduct. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Paul's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Whether you are planning for retirement, seeking to grow your wealth, or require expert advice on superannuation or insurance, Paul is here to help. Contact Paul today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Paul Ellenberg offer?
Paul specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Paul Ellenberg have?
Paul holds a Diploma of Financial Planning, is an SMSF Specialist Advisor, a Certified Financial Strategist, and is accredited in Listed Product Advice. He continually updates his knowledge to provide the best possible advice.
What is Paul Ellenberg's approach to financial planning?
Paul takes a personalised approach, focusing on understanding your individual circumstances and goals to develop a tailored financial plan. He is committed to providing clear, understandable advice to help you make informed decisions.
How does the process work when I engage Paul Ellenberg as my financial adviser?
The process typically starts with an initial consultation to discuss your needs and goals. Following this, Paul will develop a financial plan tailored to your circumstances. Regular reviews will be conducted to ensure your plan remains aligned with your evolving needs.
How can I get in touch with Paul Ellenberg to discuss my financial needs?
You can contact Paul directly through the contact details provided on this profile to schedule an initial consultation. He is happy to discuss your financial situation and how he can assist you in achieving your goals.
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