Financial Planner / Wealth Adviser
Paul commenced at DJ Carmichael in January 2010 as a Wealth Management Adviser. Prior to this he was a Manager and Financial Service Information Officer at Centrelink for over 20 years, leaving to start a career in Financial Planning and Advice in January 2008.
Specialising in Financial Planning and Investment Advice, Paul is one of the senior wealth managers at DJ Carmichael. He has appeared in the media on both TV and radio to discuss financial changes and investment trends. He has participated in, and organised, seminars at many different community forums around Perth in his career. Paul also works with the WA chapter of Alzheimer's Australia to provide support to families dealing with dementia.
Paul represents the Ethical Investment Advice area in Western Australia as a member of the WA Chapter of the Ethical Advisers Co-Operative. He has a strong network with other advisers around Australia providing advice to investors that wish to exclude certain sectors or assets for various ethical or cultural reasons.
Recently completing his Master of Financial Planning through Kaplan Professional Education, Paul is commencing the FPA Certified Financial Planning program in 2017. He has also completed a course in Self-Managed Superannuation Fund advice with Kaplan. Using his background at Centrelink Paul also deals with Aged Care advice, which is turning into its own specialist advice area.