Financial Planner Profile

Name: Paul Holly

Qualifications: 

Paul is known to have a passion for helping people achieve their goals. He knows that many people have untapped assets that could be working for them, but are unsure how they can make the changes needed to use those assets to further grow their wealth.

They may have equity in a home and excess cash, but wonder if they should focus on paying off their mortgage, invest in shares, buy an investment property, set up an interest offset account – or a combination of all of these. Paul understands how making the right choice can impact the lifestyles of his clients now, and in the future.

He adopts a personal approach to his financial advisory services. Paul begins by ensuring he has a clear understanding of each client’s current position, clarifying their financial and lifestyle goals, identifying where opportunities lie and putting in place strategies to achieve those goals.

As well as having experience in the accounting and financial advisory areas, Paul is well credentialed. He graduated with a Bachelor of Business (majoring in Accounting) from Edith Cowen University in 1990. He achieved his CPA in Accounting from Deakin University in 1997. He furthered his studies at the University of Western Sydney, becoming a qualified Certified Financial Planner, Financial Planning and Services in 1999.

In his personal time, Paul is a bit of a cycling fanatic, enjoys surfing and the beach as well as spending time with his family

Financial Planning Services:

  • Superannuation
  • Retirement planning
  • Wealth creation
  • Debt planning
  • Gearing strategies
  • Estate planning

  

  • Share trading facilities
  • Social security
  • Portfolio review services
  • salary packaging
  • Cash-flow and budgeting