Paul Macfarlane

Paul Macfarlane

Suite 2.02, Level 2, 60 Pacific Highway, St Leonards NSW 2065
0290525824
Macaplan
www.wealtharchitects.com.au
    Member of Association of Financial Advisers Logo
    Background
    Summary

    I started in financial services in 2001 and over time, I have successfully assisted clients at all stages of their financial life – from young people starting out right through to retirees looking to design and maintain their post-work lifestyle. I have access to technical, risk and investment research professionals who provide me with additional analysis on strategies and products that become available as a result of these changes. I will assist you in determining your goals and structure appropriate investment strategies to achieve them and keep you accountable to those goals.

    Focus Areas
    • Income Protection
    • Life Insurance
    • Retirement Planning
    • Superannuation
    • Wealth Management
    Bio Alignments

    Non Institutionally Aligned

    Education

    ADFP - Advanced Diploma of Financial Planning

    Grad Cert FP, JP




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