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Meet Paul

Paul Spinelli - Senior Financial Planner 

M0438 281 109
E paulspin@shoalhaven.net.au

"Over the years I have found that clients just want to know that there is someone there to turn to for advice and peace of mind; someone they have developed a solid relationship with over the years who is prepared to listen to them, provide them with options, and then guide them."

Unique Qualities

Paul works from the Illawarra office of the business in Wollongong and has 30 years of experience in providing clients with advice that best suits their needs for today and the future. Paul is an excellent listener and has the ability to explain complex strategies that is easy to comprehend and implement. He understands the importance of building wealth tax effectively and protecting his clients’ lifestyles.

Specialist Skills

  • Wealth creation strategies
  • Transition to retirement strategies
  • Superannuation strategies
  • Risk management strategies
  • Retirement planning
  • Centrelink benefit strategies

Professional Qualifications

  • Certified Financial Planner (FPA)
  • Graduate Diploma of Financial Planning

Membership and Associations

  • Authorised Representative of Charter Financial Planning
  • Member of the Credit Ombudsman Service
  • Member of the Financial Planning Association (FPA)
  • Member of the Authorised Representatives Association (ARA)
  • Tax (Financial) Adviser

Career and Industry Highlights

Paul has worked in the financial services industry since 1982. He has been directly involved in the insurance and investment advice sectors since late 1982. Paul has remained with the one licensee for over 25 years, evolving from National Mutual to AXA Financial Planning and most recently Charter Financial Planning, part of the AMP group of companies.

Paul’s enthusiasm derives from his desire to help clients achieve their goals. He prides himself on being there during the good times, but more importantly during the challenging times.

Personal Interests

Paul’s biggest passion is the ocean and associated pastimes like fishing, body surfing and diving. During the winter months his attention turns to the National Rugby League and his beloved St George – Illawarra Dragons. His other great loves are music and travel.

Planner Profile

Download a printable version of Paul's Profile: Paul Spinelli - Planner Profile

 

 

Paul Spinelli is an authorised representative of Charter Financial Planning Limited, ABN 35 002 976 294, AFS Licence No. 234665, member of the AMP Group. This document provides general information only. Before making any financial or investment  decisions,  we recommend  you consult  a financial planner to take into account your particular investment objectives, financial situation and individual needs. Charter Financial Planning, Sydney Financial Planning and its authors take no responsibility for any omissions of information supplied in this document.

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