Paul Summers Location
Stirling, WA, AU
Paul Summers Work
- 2016 - now Director and Senior Financial Planner @ Lilywhite Financial Planning Pty Ltd
- 2013 - 2016 Senior Financial Planner @ Commonwealth Bank
- 2006 - 2013 Financial Planner @ Commonwealth Bank
- 2006 - 2006 Credit Assessor @ Home Building Society
- 2005 - 2006 Financial Consultant (Adviser) @ Lloyds Banking Group
- 2001 - 2005 Financial Planning Manager (Adviser) @ HSBC
- 2000 - 2001 Mortgage Adviser and Senior Customer Adviser @ Woolwich Building Society
- 1996 - 2000 Production Manager and Senior Customer Account Manager @ HFC Bank
Paul Summers Education
- Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning) (Financial Planning and Services)
2010 - 2012 - Kaplan Professional
Diploma in Financial Services (Financial Planning) (Financial Planning and Services)
2006 - 2007 - University of the West of England
Bachelor of Arts with Honours (Accounting and Finance)
1993 - 1996
- Cricklade Tertiary College
Diploma in Business & Finance (Business and Finance)
1990 - 1992
Paul Summers Skills
- Income Protection
- Wealth Management
- Retirement Planning
- Pensions
- Strategic Financial Planning
- Investments
- Investment Strategies
- Wealth Management Services
- Retirement
- UK Pension Specialist
Paul Summers Summary
Paul Summers, based in Stirling, WA, AU, is currently a Director and Senior Financial Planner at Lilywhite Financial Planning Pty Ltd. Paul Summers brings experience from previous roles at Commonwealth Bank, Commonwealth Bank of Australia, Home Building Society and Lloyds Banking Group. Paul Summers holds a 2010 - 2012 Advanced Diploma of Financial Services (Financial Planning) in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Income Protection, Wealth Management, Retirement Planning, Pensions, Strategic Financial Planning and more. Paul Summers has 1 emails on RocketReach.
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