Paul Spinelli - Senior Financial Planner

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Paul Spinelli - Senior Financial Planner "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 has 25 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 in a way that they are 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
Self-Managed Superannuation Funds (SMSF) Program
Direct Shares Program

Membership and Associations

Authorised Representative of Charter Financial Planning
Member of the Financial Planning Association (FPA)
Member of the Association of Financial Advisers (AFA)
Member of the Credit Ombudsman Service

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 1987. Paul has remained with the one licensee during the past quarter century as it has evolved from being National Mutual to AXA Financial Planning, and most recently to AMP Financial Planning.

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.

Paul Spinelli is an authorised representative of AXA Financial Planning Limited, ABN 21 005 799 977, AFS Licence No. 234663, 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. AXA Financial Planning and its Authors or omissions of information supplied in this document.

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