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Financial Planner Profile

Name: Paul Oliver

Qualifications:Paul has been advising trustees of self-managed super funds and private clients for over ten years. Whilst specialising in self-managed super, Paul has a great depth of knowledge and experience in all financial advice areas and funds management. Paul is a regular contributor to national media on the subject of self-managed super and is passionate about client education and providing and structuring individual client solutions.

Prior to joining Diamond Blue Financial Services, Paul worked as an adviser and investment manager for a boutique financial planning firm, where he specialised in client portfolio and strategy development. Paul holds a Bachelor of Business Degree, Diploma of Financial Services and has completed several self-managed super fund specialist courses.

Documents:

Financial Planning Services:

  • Life Insurance
  • Total & Permanent Disability Insurance
  • Trauma Insurance

  

  • Income Protection Insurance
  • Business Expenses Insurance
  • Key Person Insurance