Paul Turner

A bit about my career

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

He is particularly focussed 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.

Why am I a financial adviser?

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.

How do I experience life?

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.