Paul Macfarlane

Principle - Senior Adviser

St Leonards, NSW

Contact


Wealth Architects (North Sydney)
Level 2/60 Pacific Hwy,
St Leonards NSW 2065,
Australia

  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 Alignment
Non Institutionally Aligned

  Education

ADFP - Advanced Diploma of Financial Planning

Grad Cert FP, JP