Paul Macfarlane Email & Phone Number

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 different, that requires a plan and strategy that is uniquely designed to suit you. This is how the name Wealth Architects was born.With decades of combined experience our approach is holistic, ethical and thorough.We leave no stone unturned in our process and we sweat the small things, so you don’t have to.Design the life you want and let us take care of the rest.

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;- Coaching and mentoring staff;- Quality checking and ongoing performance monitoring.During my 5 years at OnePath, I gained an interest in financial planning and eventually left OnePath to pursue a career in the Financial Planning industry.

Grad Dip. Fp, Jp, Financial Planning And Services

Self Managed Super Funds Specialist Cource, Smsf'S

The Self-Managed Superannuation Fund (SMSF) program was designed to provide me with a fundamental knowledge of the establishment.

Adv Dip Fs (Fp)