Financial Planner Profile
Paul Venning-Thomas
Paul is an experienced and driven Financial Advisor with over five years of experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, and overall support managing their finances.
Paul is determined to provide exceptional advice that is tailored to the client’s retirement objectives, he achieves success by combining knowledge-based expertise with a caring and understanding approach.
Paul, when not working likes to spend quality time with his two teenage daughters and his friends, you will find Paul attending Cricket or Rugby league matches and spending time at the beach.
“Paul is determined to provide exceptional advice that is tailored to the client’s retirement objectives, he achieves success by combining knowledge-based expertise with a caring and understanding approach.”
Documents:
- Financial Services Guide
- Budget Template
Financial Planning Services:
- Personal Superannuation advice
- Self Managed Super Funds
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Inheritance
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown