Paul Hewins

Paul Hewins Email and Phone Number

CERTIFIED FINANCIAL PLANNER® , Paradigm Wealth Advisors Pty Ltd @ Paradigm Group
melbourne, victoria, australia
Paul Hewins's Location
Melbourne, Victoria, Australia, Australia
Paul Hewins's Contact Details

Paul Hewins personal email

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Paul Hewins phone numbers

About Paul Hewins

I have been in the Wealth Advisory and Financial Planning Industry for 19 Years including 13 years as Director of a successful financial planning company (Portfolio Managers Pty Ltd). After the Paradigm and Portfolio Managers businesses merged in 2014 I became a Senior Advisor within the merged group.Prior to working in the Wealth Advisory Industry, I was employed for 10 years with the Federal Government ( Department of Agriculture, Forestry and Fisheries) in an accounting/audit role.I have qualifications in Financial Planning, including (Advanced Diploma) and Certified Financial Planner along with Accounting (Advanced Diploma) and Management (Diploma). I have also obtained Self Managed Super Fund Accreditation. I am also an Accredited Aged Care Professional ™I am focused on providing my clients with long term Wealth Advisory and Financial Planning advice whilst assisting them achieve their goals and objectives (both lifestyle and financial).I am focused on building great relationships and providing service which exceeds expectations along with helping people in all aspects of their personal circumstances.I believe there's no such thing as a one-size-fits-all approach. That's why I focus on developing strategies that allow my clients to meet their financial goals and lead the lifestyle they want.I work with clients at all stages of life, from Wealth Accumulation, Retirement Planning and Aged Care.My financial advice philosophy follows a number of key steps to build a transparent, coherent financial strategy. I pride myself on having honest and open discussions about your individual goals, timeframes and importantly, the acceptable level of risk you are willing to take.Besides from being passionately involved in the Wealth Advisory industry, I also enjoy keeping fit and active and I do the 1000 steps every weekend. Each year I compete in the Eureka Climb and also the MCG Stadium Stomp and I recently completed the Kokoda Charity Challenge Walk

Paul Hewins's Current Company Details
Paradigm Group

Paradigm Group

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CERTIFIED FINANCIAL PLANNER® , Paradigm Wealth Advisors Pty Ltd
melbourne, victoria, australia
Employees:
18
Paul Hewins Work Experience Details
  • Paradigm Group
    Senior Advisor
    Paradigm Group Jul 2014 - Present
    Level 12, 8 Exhibition Street, Melbourne
    Paradigm is a wealth management practice offering strategic financial advice to individuals, businesses and trustees. We help manage the financial affairs of executives, professionals, business owners and those who operate their own Self Managed Superannuation Funds (SMSF).Founded in 2003, Paradigm is a privately-owned business, with no product obligations or ties with any institution or bank, allowing us to place the needs of our clients first.We take a holistic approach to wealth advice, seeking to align investment, risk, retirement and estate planning strategies with our clients's overall goals and lifestyle needs. Since its inception, Paradigm has worked to stay ahead of the curve and be open to changes. For instance, our early adoption of next-generation Managed Account Service (MAS) technology, a structure that enables more proactive portfolio management and which is responsive to changing market conditions and opportunities.Key features of our Managed Account Service include: - -Professionally Managed-Asset Class Model Portfolios-Direct Ownership-Transparent-24/7 online access to online reporting-Flexibility-Tactical Asset Allocation.My Key skills include: - -Financial Advice-Managed Account Services-Self Managed Superannuation-Retirement Planning-Wealth Accumulation-Wealth Protection-Investment Advice-Investment Administration and Monitoring-Estate Planning-Aged Care
  • Portfolio Managers
    Financial Adviser
    Portfolio Managers Jan 2001 - Jun 2014
    Melbourne, Australia
    Portfolio Managers is a boutique, independently owned financial planning firm based in Melbourne with expertise in self managed super funds (smsf) and retirement planning.Our emphasis is in getting the strategy right – not selling financial products.We operate on a ‘fee for service’ basis with a competitive fee structure
  • Commonwealth Department Of Agriculture Forestry And Fisheries
    Senior Investigator / Audit
    Commonwealth Department Of Agriculture Forestry And Fisheries Jan 1990 - Dec 2000
    Sydney, Brisbane, Melbourne
    Working for the Commonwealth Government, my role extended to Audit / Investigations in relation to the collection of Federal Research and Development Levies.

Paul Hewins Skills

Superannuation Investment Advisory Self Managed Superannuation Life Insurance Wealth Accumulation Strategies Wealth Protection Strategic Financial Planning Pensions Retirement Planning Strategy Wealth Management Financial Services Estate Planning Financial Advisory Smsf Wealth Finance Investment Strategies Tax Portfolio Management Financial Reporting Retirement Business Development Income Protection Investments Financial Planning Aged Care Advice

Paul Hewins Education Details

Frequently Asked Questions about Paul Hewins

What company does Paul Hewins work for?

Paul Hewins works for Paradigm Group

What is Paul Hewins's role at the current company?

Paul Hewins's current role is CERTIFIED FINANCIAL PLANNER® , Paradigm Wealth Advisors Pty Ltd.

What is Paul Hewins's email address?

Paul Hewins's email address is pa****@****.com.au

What is Paul Hewins's direct phone number?

Paul Hewins's direct phone number is (917) 438*****

What schools did Paul Hewins attend?

Paul Hewins attended Deakin University, Swinburne University Of Technology, Swinburne University Of Technology.

What skills is Paul Hewins known for?

Paul Hewins has skills like Superannuation, Investment Advisory, Self Managed Superannuation, Life Insurance, Wealth Accumulation Strategies, Wealth Protection, Strategic Financial Planning, Pensions, Retirement Planning, Strategy, Wealth Management, Financial Services.

Who are Paul Hewins's colleagues?

Paul Hewins's colleagues are John Hortop, Kosta Samaras, Sarah Legoe, Danny M, Annie Devraj, Rebecca Fernando, Brenda Anstiss.

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