Financial Planner / Managing Director
BCom, DFP, SPAA SMSF Specialist, Cert IV Mortgage Broking Authorised Representative Number 250966 , Credit Representative Number 479342
Paul has over 21 years’ experience in the financial planning industry, entering the industry in 1997 via a mentorship program. He has since developed and built a successful financial planning practice, known as Fortuna Financial Group.
Fortuna Financial’ s philosophy revolves around people and the relationship between clients and advisers. It is a philosophy that filters through to every aspect of our business. Paul has built strong and long-lasting relationships with his clients as he enjoys making the connection on not just a client / adviser relationship, which is purely commercial, but on a more personal and well human level. He approaches his clients with empathy and compassion, always willing to listen and understand their needs, wants and objectives. Paul’s personal integrity, his always expanding expertise and his ability to really listen to his clients means that he leads by example, maintains personal contact and builds relationships based on hard-earned trust. He is seen and respected as a trusted adviser assisting clients when and where required through all stages and aspects of their lives
The way and Paul and his team work together has reinvented and given real meaning to the somewhat clichéd adage “the client comes first”. Under his direction, it has become a phrase that really does describe the way the firm and team works.
Along with his broad-based competencies in investments, tax planning risk advice, superannuation, wealth creation and self-managed superannuation funds. Paul specialises in self-managed super funds and has obtained the SMSF Specialist Advisor™ with SMSF association, in 2013. The designation is only obtained once a three-year qualifying period is fulfilled giving advice within the SMSF industry, an exam is then required to taken and passed and continuing education to maintain the respected designation annually. This designation ensures a high standard of advice is maintained. These standards aim to ensure that Paul under the membership with the self-managed superannuation fund (SMSF) advisory profession exercises the highest level of professionalism; providing a quality of service that is credible, up to date and relevant. As an SMSF Association members we are required to conduct ourselves in a professional business-like manner at all times. These Conduct and Disciplinary Procedures are the expected minimum requirement for all SMSF Association members
Paul leads an active lifestyle one of travelling , martial arts, and the gym. He meditates and has has a very optimistic view on life, enjoys his crystals, oils and well the spiritual side of life too.
Since joining the financial planning industry in 2011, Michael has developed a holistic skillset and prides himself in providing clear, unbiased and comprehensive advice in a range of different areas. These areas include Self-Managed Super Funds, Retirement Planning, Debt Reduction, Tax Minimisation, Investments, Superannuation, Insurances and Cash Flow Management. Michael is client focussed and will listen attentively to a client’s needs ensuring that the advice given is suitable and specific to each clients unique set of circumstances. He is approachable and will work with a client to set realistic expectations of advice given. He has proven himself to be trustworthy and reliable.
Michael holds a Bachelor of Commerce (Finance & Banking) as well as an Advanced Diploma of Financial Planning.
In his spare time, Michael enjoys keeping fit, spending time with his young family, travelling, spending time outdoors and watching NBA basketball.
Senior Para Planner
BCompSc, PGradDipComm, MPAcc, DFP
Tar joined the family and team in 2010.
Her technical background and skillset are paramount to the success of the business and the high level of advice and service provided to our valued clientele. With a background in Tax and Accounting she is able to provide critical analysis and cash flow projections to assist clients in understanding how goals will be achieved and what will be required to achieve their desired goals such as, savings for a home, paying off debt, retirement planning, budgeting and cash flow management. Tar researches, clarifies and confirms various financial positions and financial impacts which would result from the implementation of our recommendations.
Tar works closely with the advisers and clients alike; she approaches every client with compassion ensuring the human touch is never overlooked
She is invaluable to the family and team of Fortuna, our clients absolutely love her.
Tar is a new mum to Akin which is her world being a mother is just natural to her. She loves her family and spending time with them as often as possible.
Client Services Officer/Administrator
Priya holds a Bachelor of Commerce (Accounting and Finance) from Curtin University
She has been working within the financial planning industry as client services officer for 2 years now , previously working within the accounting field.
Having seen first-hand and experienced the importance of the each aspect of the financial planning process she is well versed in explaining this complex process to clients, in such a way, to make all financial steps and procedures easy for our valued clientele to understand.
Priya has a gregarious personality, injecting energy into the practice. She is customer focused and deals with clients with empathy and understanding.
Her hobbies include – spending time with friends and family, being an avid explorer and loving the outdoors.
Ben joined Fortuna Financial in November 2014, at that time he was on a 457 Visa. Seeing the potential in Ben we at Fortuna Chose to be his sponsor. Enabling Ben to become a permanent part our team and family. He joined us as a Junior Accountant. He holds Masters in Accounting and Degree in Marketing and Management.
He has proven to be an invaluable member and asset to the team His role is eclectic with a primary focus on his chosen area of study, accounting. Ben is undergoing his CPA studies to further his expertise in this area.
When not working, Ben enjoys hanging out with friends, watching horror movies and drinking Chinese tea at the same time.