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@wealtharchitects.com.au
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Paul Macfarlane is listed as Principal - Senior Adviser at Wealth Architects, a company with 11 employees, based in Wollongong, New South Wales, Australia. AeroLeads shows a work email signal at wealtharchitects.com.au and a matched LinkedIn profile for Paul Macfarlane.
Paul Macfarlane previously worked as Director - Financial Planning at Macaplan and Financial Planner at Millennium3 Financial Services Pty Ltd (Sydney, Norwest, Mudgee). Paul Macfarlane holds Grad Dip. Fp, Jp, Financial Planning And Services from Kaplan Australia.
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Design the life you want and let us take care of the rest...Wealth Architects is a privately-owned boutique financial advisory practice based in Wollongong, Mudgee, Melbourne, Sydney & Brisbane. We are passionate about helping our clients get the most out of life and this is at the centre of everything we do. About MeI am a Principal and Senior Advisor within the Wealth Architects Group and have over 20 years experience in financial services. I pride myself on providing clients with the best financial advice which is tailored to their specific personal circumstances. My advice is delivered in a straightforward and transparent manner without any jargon – My advice is easy to understand and delivers optimal outcomes with long lasting results. I currently hold a Graduate Diploma of Financial Planning.About the Wealth Architects GroupFounded in 2017, over the past 5 years, Wealth Architects Group merged with a series of smaller privately owned boutique financial advisory firms, all with similar ethos, which has allowed the business to grow to 11 branches across the east coast of Australia. With over $600M in funds under management, Wealth Architects has the scale, ability and the know how to give our clients experienced, quality advice.Contact me today!Visit: https://wealtharchitects.com.auCall: 0409 005 513Email: paul@wealtharchitects.com.au
Listed skills include Superannuation, Financial Planning, Wealth Management, Investments, and 21 others.
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Sydney, New South Wales, Australia
Wealth Architects is a privately-owned boutique financial advisory practice based in Melbourne, Sydney & Brisbane.We are passionate about helping our clients get the most out of life and this is at the centre of everything we do.We are very good listeners and we take the time to really understand you and what’s important in your life. And because you are.
Mudgee/Baulkham Hills/Sydney
Sydney, Norwest And Mudgee.
Millennium3 Financial Services Pty Ltd (M3) is ultimately owned by the ANZ Banking Group. As a result, M3 is related to all companies within this group including OnePath Australia Ltd, which offers financial products and platforms to retail clients.
347 Kent Street Sydney NSW 2000
My role at OnePath (Previously Mercantile Mutual & ING) started as a temp in the superannuation team. After 3 months I was offered a full time position which over time progressed to a team leader role in the retirement area and included:- Team organisation and management;- Process review and improvement;- Liaising with internal and external clients.
Other employees you can reach at wealtharchitects.com.au. View company contacts for 11 employees →
Jack Thompson
Colleague at Wealth ArchitectsGreater Melbourne Area, Australia
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Kim Siauw
Colleague at Wealth ArchitectsMelbourne, Victoria, Australia, Australia
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Ryan Laydon
Colleague at Wealth ArchitectsBrisbane City, Queensland, Australia, Australia
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Justine Sheehan
Colleague at Wealth ArchitectsGreater Brisbane Area, Australia
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Stephenie Bamford
Colleague at Wealth ArchitectsMelbourne, Victoria, Australia, Australia
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Byron Breckle
Colleague at Wealth ArchitectsGreater Brisbane Area, Australia
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Ellie Claringbold
Colleague at Wealth ArchitectsAustralia, Australia
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Chris Herdman
Colleague at Wealth ArchitectsBrisbane, Queensland, Australia, Australia
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Bradley Cameron
Colleague at Wealth ArchitectsBrisbane City, Queensland, Australia, Australia
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Callum Mitchener
Colleague at Wealth ArchitectsGreater Brisbane Area, Australia
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The Self-Managed Superannuation Fund (SMSF) program was designed to provide me with a fundamental knowledge of the establishment.
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Paul Macfarlane works for Wealth Architects.
Paul Macfarlane is listed as Principal - Senior Adviser at Wealth Architects.
AeroLeads has found 1 work email signal at @wealtharchitects.com.au for Paul Macfarlane at Wealth Architects.
Paul Macfarlane is based in Wollongong, New South Wales, Australia while working with Wealth Architects.
Paul Macfarlane has worked for Wealth Architects, Macaplan, Millennium3 Financial Services Pty Ltd (Sydney, Norwest, Mudgee), and Onepath.
Paul Macfarlane's colleagues at Wealth Architects include Jack Thompson, Kim Siauw, Ryan Laydon, Justine Sheehan, and Stephenie Bamford.
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Paul Macfarlane holds Grad Dip. Fp, Jp, Financial Planning And Services from Kaplan Australia.
Paul Macfarlane is listed with skills including Superannuation, Financial Planning, Wealth Management, Investments, Insurance, Retirement Planning, Financial Advisory, and Pensions.
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