Paul MacFarlane Email & Phone Number
Principal - Senior Adviser @ Wealth Architects
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Paul MacFarlane Location
- Wollongong, NSW, AU
Paul MacFarlane Work
- 2020 -now Principal - Senior Adviser @
- 2014 -2020 Director - Financial Planning @
- 2006 -2016 Financial Planner @
- 2001 -2006 Team Leader - Retirement Services @
Paul MacFarlane Education
- Kaplan Australia
Grad Dip. FP, JP (Financial Planning and Services)
2017-2020 - Kaplan
Self Managed Super Funds specialist cource (SMSF's)
2013-2013 - Kaplan
(Adv Dip FS (FP))
2009-2011
Paul MacFarlane Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Sales
- Tax
- Portfolio Management
- Superannuation
- Critical Illness
- Investments
- Finance
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- SMSF
- Sales Management
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Wealth Accumulation
- Wealth
- Project Planning
- Retirement
- Leadership
- Microsoft Word
- Team Leadership
- Management
- Project Management
Paul MacFarlane Summary
- Paul MacFarlane, based in Wollongong, NSW, AU, is currently a Principal - Senior Adviser at Wealth Architects. Paul MacFarlane brings experience from previous roles at Macaplan, Millennium3 Financial Services Pty Ltd (Sydney, Norwest, Mudgee) and OnePath. Paul MacFarlane holds a 2017 - 2020 Grad Dip. FP, JP in Financial Planning and Services @ Kaplan Australia. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Pensions, Insurance and more. Paul MacFarlane has 1 emails and 1 mobile phone numbers on RocketReach.
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