From a foundation within the Financial Planning industry in the UK as a client adviser within a wealth management business, Paul has built on that industry experience over the last decade in Australia in a management and consulting capacity.
Paul has guided and assisted the start-up of a successful Financial Planning business in Melbourne, holding initially a Director’s position, and more recently undertaking company secretary and consulting duties. Whilst the industry continues to change, experience has shown that a focus on discovering client-needs and facilitating a holistic service across multiple professional disciplines are perennial drivers of growth.
Since joining the Seaview Consulting team, the focus has been to assist a broad range of business owners to unlock their business potential and to be in control of their future. Paul plays an important role in quantifying a business value, as well as developing and formalising the appropriate strategy that will achieve both the emotional and financial objectives for the business owner.