Paul Holly
Financial Adviser
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About
Paul Holly is an ASIC-registered financial adviser based in Stirling, WA, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a Bachelor of Business from Edith Cowan University (1991), Paul further solidified his expertise by becoming a Certified Practising Accountant with CPA Australia in 1998 and a Certified Financial Planner with the FPA in 2002. He also completed specialized training in Margin Lending & Geared Investments through Kaplan Professional Education in 2010. As a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), Paul adheres to the highest professional and ethical standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Paul's commitment is to provide clear, understandable, and actionable advice to help you build a secure financial future. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice 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 Holly offer?
Paul Holly provides comprehensive financial advice covering superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a tailored strategy to achieve your specific financial goals.
What are Paul Holly's qualifications and experience?
Paul holds a Bachelor of Business, is a Certified Practising Accountant (CPA), and a Certified Financial Planner (CFP). He has been providing financial advice since 2002 and has extensive knowledge in margin lending and geared investments.
How does Paul Holly develop a financial plan for his clients?
Paul works closely with each client to understand their current financial situation, goals, and risk tolerance. He then develops a personalized financial plan that outlines strategies to achieve those goals, regularly reviewing and adjusting the plan as needed.
What can I expect during my first meeting with Paul Holly?
During your initial consultation, you can expect to discuss your financial goals, current situation, and any concerns you may have. Paul will explain his approach to financial planning and answer any questions you have about his services and fees.
Is Paul Holly obligated to act in my best interests?
Yes, as an ASIC-registered financial adviser, Paul is legally obligated to act in your best interests when providing financial advice. He adheres to the highest ethical and professional standards.
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