About Paul

Paul is a director and adviser at Crest. With strong leadership skills, Paul’s focus is on developing and expanding the practice with a service offering to cater for the financial needs of Crest’s clients. His passion for helping others through life’s financial maze is a challenge he has always enjoyed.

Paul has a number of qualifications including a Bachelor of Commerce (Economics), Diploma of Financial Planning, a Certified Financial Planner (CFP) and a graduate of the Australian Institute of Company Directors.

In his spare time, Paul enjoys travelling with his wife Kerry and supporting local charities and community events.


  • Bachelor of Commerce (Majoring in Economics) from the University of Newcastle
  • Diploma of Financial Planning
  • Certified Financial Planner
  • Graduate of the Australia Institute of Company Directors
  • Justice of the Peace

Areas of Expertise

  • Business Consulting & Strategic Planning
  • Financial Planning
  • Retirement Planning
  • Self Managed Superannuation Funds


  • Authorised Representative of Charter Financial Planning Limited
  • Graduate Member of the Australian Institute of Company Directors
  • Member of Financial Planning Association of Australia
  • Member of the Securities Institute of Australia
  • Past Chairman of the Authorised Representatives Association

Industry Recognition and Awards

  • Recognised AXA ‘State Adviser of the Year’ in 2009
  • Received the prestigious Gerald Lippman Award – National Adviser of the Year (Charter Financial Planning) 2009
  • Profiled within a number of industry magazines
  • Assisted and seated on various industry panels and committees