Paul Sholl

Director and Senior Adviser
AFP, BComm, ADFS (Financial Planning)

Paul’s enthusiasm for his work is highly evident from the first time you meet him. He is passionate and committed to his work and has over 25 years experience in the financial services industry. He goes the ‘extra-mile’ for his clients and takes pride in finding effective solutions for his client’s financial needs.

Paul has a Bachelor of Commerce, an Advanced Diploma of Financial Services (Financial Planning) from Deakin University and is a Financial Planning Member of the Financial Planning Association of Australia. With these accreditations and his extensive experience, Paul is well qualified to help clients achieve their personal financial goals.

Paul’s passion is helping people, he takes pride in finding solutions for client’s needs, including:

– cashflow and lending strategies to buy a home or investment property
– making sure individuals and families have the right personal insurance cover
– bringing superannuation and investment strategies into focus
– helping the 45% of Australians who don’t have a valid will get one
– helping people retire and enjoy life after work
– helping people navigate complex Centrelink rules
– assisting individuals and families with Age Care strategies and advice
– working closely with our Accounting team to maximise your personal situation

When not at work Paul’s enthusiasm and passion is devoted to his family and keeping fit. Paul is the father of two beautiful girls.