Paul has worked in the wealth management industry since 1996, providing personalised advice to wealthy individuals, families, businesses and not-for-profits.
Paul has worked in the wealth management industry since 1996. Leveraging his background in tax and investment advice, he and his team provide personalised advice to wealthy individuals, families, businesses and not-for-profits.
Given his personal experiences as a business owner, Paul is able to help clients navigate risk management by diversifying their portfolios, planning for succession, and investing business cashflow and sale proceeds.
Paul joined Koda in October 2022 as part of the Koda / Redwood merger. “I am both proud and excited to be part of the amazing Koda team. Transitioning the Redwood team to become Koda Perth allows me to continue on the journey I started 20 years ago when going into business: to create a legacy to make our clients’ lives better.”
Paul is a Graduate of the Australian Institute of Company Directors (GAICD), a Chartered Accountant (CA), a Chartered Tax Adviser (CTA), holds a Graduate Diploma in Financial Planning, is a SMSF Specialise Adviser (SSA) and holds a Bachelor of Commerce.
Paul is part of the Koda Capital WA team (previously Redwood Wealth Alliance).