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Paul Roberts

Paul is a trusted adviser to individuals, their families and business owners. Taking a holistic approach to financial planning, Paul focuses his attention on ensuring his clients have the right structure in place as a foundation to create, build and protect their wealth. Applying his extensive knowledge in self managed super funds, trusts and companies he enjoys designing the appropriate strategy to help his clients achieve their goals and make smart decisions about their money.

Paul tailors his recommendations to the specific needs and objectives of his clients. He has a strong focus on working with his client’s advisers in the fields of tax and law ensuring that they are financially well organised and on track to build and protect their wealth.

Using his experience in asset protection and estate planning, Paul enjoys educating his clients on ways to protect and strategically pass on their assets in the most appropriate way.

Beginning his career in the financial planning industry in 1995, Paul worked with some of Australia’s larger financial planning groups before deciding to establish his own financial planning practice in the Hunter Valley in 2009.

Outside of work, Paul enjoys spending time with his wife and three daughters which often leads to exploring great coffee spots throughout the Hunter region. Paul enjoys keeping fit, and when the opportunity arises, going on road trips and watching motor sports.

Qualifications/Memberships

  • Certified Financial Planner (CFP®) of the Financial Planning Association of Australia
  • Diploma in Financial Planning (Deakin University)
  • SPAA Specialist SMSF Adviser

Areas of expertise

Personal Injury and Medical Negligence Claims

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Strategic Financial Advice

Key Person Insurance Strategies

Experience

  • Commenced Financial Advice in 1995

Paul Roberts is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Contact details

Paul Roberts

(02) 4933 2944

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40 Belmore Road Lorn, New South Wales 2320

(02) 4933 2944

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Contact Paul Roberts

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