Paul Turner

Senior Financial Adviser

CERTIFIED FINANCIAL PLANNER®, Grad Dip Fin Plan, Grad Dip Bus, SMSF Specialist Adviser

ASIC Adviser Identification number 329632

  • SMSF Specialist

Certified Financial Planner

Paul Turner is a Certified Financial Planner ® with over 16 years experience with Wealthwise Financial Planners Perth focused on helping his clients to build wealth for the life they wish to live.

He is particularly focused on the financial needs of pre and post retirees – ensuring they have enough for their desired retirement plans and reducing complexity and fear of ever running out of money.

Additionally, he has assisted many individuals and families receiving inheritances or a windfall, and wanting to ensure they make the best decision around investments and superannuation for their financial future.

Paul has extensive experience in providing advice around the unique benefits of GESB Goldstate and WestState for WA state government employees.

He is a SMSF Specialist Adviser, holds a Graduate Diploma of Financial Planning and Graduate Diploma of Business.

He has been recognised by the profession’s peak bodies – including the FPA Adviser of the Year awards and by the IFA in their Excellence Awards for Goals Based Advice.

His father’s encounter with investing led him to the decision to be a financial adviser.

In the 1980s his father retired, during an era where there was limited access to financial advice. With a lack of understanding of financial complexities and without advice, his father took the leap into investing. Unfortunately without advice, the investment failed – leading to significant stress.

Paul’s ‘why’ is to ensure his clients have access to the right advice, education, certainty and reduced complexity to provide better financial outcomes.

Paul is a proud father of two young boys. He and his wife enjoy spending quality time with their sons, and Golden Retriever. Paul is a keen runner, cyclist and sports nut. He has also found a new interest in family ancestry tracking his UK heritage back to the 1500s.

 

Osborne Park Office

 

 

Paul Turner is an Authorised Representative of Fortnum Private Wealth Ltd
ABN 54 139 889 535 AFSL 357306

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