Paul has been in the financial services industry for over 20 years. For the last decade, he has specialised in advising clients who are moving overseas, assessing their options (particularly in relation to their pensions) with the aim of bringing clarity to their situation and the best financial outcome for their future.
Paul first started in the UK Financial Services sector in 1994, working for a variety of companies in finance and personal pensions. After a short career break travelling around Australia, Paul joined pension provider Dentons in 2005 as a SIPP and SSAS specialist. In 2009, he joined an IFA firm as an adviser, providing financial advice (including pensions) to people migrating to Australia and New Zealand.
What’s your best tip for anyone moving to the UK?
Do your planning – as much as possible in advance, like lining up removal companies, bank accounts, currency brokers etc.
What’s the best thing about living in the UK?
The countryside. Other countries have some spectacular scenery, but there is something about the UK countryside. And, of course, we have proper pubs!
Why is financial planning so important?
Simply put, the better you plan, the more comfortable your future / retirement will be.
What’s your best financial tip for anyone moving from the UK to Australia?
Get advice. Whether it be your pensions, investments, tax position, currency exchange etc, good advice can make a real difference.
What gives you the most satisfaction at work?
Helping my clients to achieve a better financial future. When I receive thanks and great reviews from my clients, it really gives me a boost.
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