Paul Giordano

Paul Giordano Email and Phone Number

Dad | Founder | CEO | Private Wealth Adviser - BBUS, AFP® Helping people make confident decisions with their money @ Park Lane Wealth
Paul Giordano's Location
Rozelle, New South Wales, Australia, Australia
Paul Giordano's Contact Details

Paul Giordano work email

Paul Giordano personal email

n/a
About Paul Giordano

Each individual or family has specific needs and goals that range from simple and limited to highly complex, all of which are as important as each other.I work closely with you to understand, help identify and quantify those individual needs and goals, build a relationship and develop a unique and tailored plan to achieve your stated goals.We use market leading tools that we have at our disposal to ensure that your plan is executed with efficiency and great clarity.Ongoing review of your progress is key to hitting each milestone identified in the plan, again we assist you in managing this process.The final result is that you and/or your family are able to achieve your financial and lifestyle goals, whatever they may be.Specialties: Cash flow optimisation, wealth accumulation and investment advice, Superannuation including self managed super and protecting you and your family against loss of lifestyle ie. risk insurance.

Paul Giordano's Current Company Details
Park Lane Wealth

Park Lane Wealth

View
Dad | Founder | CEO | Private Wealth Adviser - BBUS, AFP® Helping people make confident decisions with their money
Paul Giordano Work Experience Details
  • Park Lane Wealth
    Company Owner | Ceo | Private Wealth Adviser
    Park Lane Wealth Jan 2022 - Present
    Australia
    On a daily, my goal is to Lead my team to be the best they can be, whilst leveraging each individual's specific skill set so that we can grow and be successful together. For our clients, we aim to inspire those we work with to seek out a lifestyle they truly desire and get there through strategic, easy to understand advice and planning they can own — whatever life stage they're at.We are all from different backgrounds and that's exactly it — no two journeys are the same. For what it's worth, that's what we believe is so exciting about life, it's about picking and creating opportunities that are unique to each person, which is what we do with every one of our clients.We exist to create roadmaps and strategies to help our clients design that ideal lifestyle and maintain it, for them and their families and with reality, humility and positivity at heart.We design future lifestyles.
  • Vogue Financial
    Managing Director & Principal Advisor
    Vogue Financial Feb 2013 - Jan 2022
    Sydney Cbd & Leichhardt
    At Vogue Financial I am focused on providing holistic financial advice to a broad range of clients with varying circumstances. Broadly, this includes: wealth accumulation, cashflow management, investment advice and portfolio construction, bespoke retail super as well as a strong focus and knowledge of Self Managed Super Fund advice, retirement strategies, risk management (insurance), tax planning, estate planning and ongoing financial management advice to executives, young high income professionals (“hipsters”), medical practitioners, solicitors, accountants, SME owners and both accumulation / pension mid - HNW clients.More specific areas of advice that I provide include; • advice across an array of structures for each group including personal, discretionary trusts, corporate structures, SMSFs, bare trusts (SMSF gearing). • Tactical and strategic investment into direct equities, managed funds, structured products (including put & call strategy), fixed interest and Hybrids. A smaller yet very important part of my role includes: • Assist, mentor and increase knowledge base of support staff and paraplanners within the team. • Content development and execution for financial strategy campaigns, client seminars, referral partner seminars and functions. • Innovating and developing our social media marketing and reach. • Work with the team to develop processes that increase the efficiency of our practice. • Vetting and completing due diligence on potential investments, structures, managers and professional partners. Presenting these findings to directors and dealer group investment committee. • Overseeing integration of new systems and software and ensuring it is efficiently implemented into our business.
  • Perspective Group
    Managing Director & Senior Financial Advisor
    Perspective Group Sep 2008 - Apr 2016
    Sydney, Australia
    At Perspective Group I am focused on providing holistic financial advice to a broad range of clients with varying circumstances. Broadly, this includes: wealth accumulation, cashflow management, investment advice and portfolio construction, bespoke retail super as well as a strong focus and knowledge of Self Managed Super Fund advice, retirement strategies, risk management (insurance), tax planning, estate planning and ongoing financial management advice to executives, young high income professionals (“hipsters”), medical practitioners, solicitors, accountants, SME owners and both accumulation / pension mid - HNW clients.More specific areas of advice that I provide include; • advice across an array of structures for each group including personal, discretionary trusts, corporate structures, SMSFs, bare trusts (SMSF gearing). • Tactical and strategic investment into direct equities, managed funds, structured products (including put & call strategy), fixed interest and Hybrids. A smaller yet very important part of my role includes: • Assist, mentor and increase knowledge base of support staff and paraplanners within the team. • Content development and execution for financial strategy campaigns, client seminars, referral partner seminars and functions. • Innovating and developing our social media marketing and reach. • Work with the team to develop processes that increase the efficiency of our practice. • Vetting and completing due diligence on potential investments, structures, managers and professional partners. Presenting these findings to directors and dealer group investment committee. • Overseeing integration of new systems and software and ensuring it is efficiently implemented into our business.
  • Halcyon Wealth Advisers
    Paraplanner & Client Service Manager
    Halcyon Wealth Advisers Sep 2005 - Jul 2008

Paul Giordano Skills

Financial Advisory Investments Strategic Financial Planning Superannuation Investment Strategies Financial Planning Wealth Management Finance Portfolio Management Wealth Pensions Wealth Accumulation Securities Estate Planning Equities Retirement Planning Financial Planners Investment Advisory Smsf Strategy Retirement Management Insurance Mutual Funds Asset Management Financial Services Asset Allocation Disability Insurance High Net Worth Individuals Wealth Management Services New Business Development Risk Management Business Planning Budgeting Financial Risk Relationship Management Income Protection Investment Management Due Diligence

Paul Giordano Education Details

  • University Of Technology Sydney
    University Of Technology Sydney
    Major 1: Finance. Major 2: Advertising And Promotions Management.
  • Pinnacle Financial Services Academy
    Pinnacle Financial Services Academy
    Diploma Of Financial Services (Financial Planning)
  • Cbhs Lewisham
    Cbhs Lewisham

Frequently Asked Questions about Paul Giordano

What company does Paul Giordano work for?

Paul Giordano works for Park Lane Wealth

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

Paul Giordano's current role is Dad | Founder | CEO | Private Wealth Adviser - BBUS, AFP® Helping people make confident decisions with their money.

What is Paul Giordano's email address?

Paul Giordano's email address is pg****@****.com.au

What schools did Paul Giordano attend?

Paul Giordano attended University Of Technology Sydney, Pinnacle Financial Services Academy, Cbhs Lewisham.

What are some of Paul Giordano's interests?

Paul Giordano has interest in Snowboarding, Motorcycles, Mountain Biking.

What skills is Paul Giordano known for?

Paul Giordano has skills like Financial Advisory, Investments, Strategic Financial Planning, Superannuation, Investment Strategies, Financial Planning, Wealth Management, Finance, Portfolio Management, Wealth, Pensions, Wealth Accumulation.

Not the Paul Giordano you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.