Paul Hanley Email & Phone Number

Sydney, New South Wales, Australia

The Road to Wealth raises many Questions........Only the exceptional find the Answers.My select private clients seek clarity and insight regarding their financial affairs. They recognise that they have issues that need to be addressed in order to create, and preserve wealth. They are advice receptive, preferring to focus their attention on their careers and businesses. That's where the real money is.They require a specialist partner to assist in the realisation of their hopes and dreams - theirs and their family's. They recognise that enduring business partnerships are mutually beneficial, and are happy to pay for value.They are not seduced by the brand, being acutely aware of the conflicts of interests inherent in vertically integrated businesses.They understand the difference between investment and speculation; and seek investment returns that provide the highest probability of achieving their objectives, at the lowest risk.I am my clients coach and guide on their Road to Wealth.

Sydney

Sydney, Australia

Strategic Adviser

Wahroonga Sydney

Full Strategic and Operational Responsibility for building the division into the dominant Private Bank in South Africa

Johannesburg South Africa And Sydney Australia

I am a specialist in Private Banking having over 20 years experience in domestic and international risk management, wealth management, private and investment banking.I was the National Head of Private Bank for Investec Bank Limited in South Africa from 2003 to 2008 and for Investec Bank Plc in Australia from 2008 to 2011, with full strategic and operational responsibility for both Divisions.Prior to my executive roles in Private Banking, I was Head of Credit and Risk for the general banking division of InvestecInvestec Private Bank (South Africa) is the dominant Private Bank in the geography and has been recognised as the leading private bank in South Africa in 9 consecutive PricewaterhouseCoopers Banking surveys between 2000 and 2013.During a break from Corporate Life between August 2011 and August 2012, I provided strategic consulting support to IQx Business Systems Pty Ltd. Concurrently, I commenced studying a Diploma in Financial Services (Wealth Management and Financial Planning) with a view to joining Horizon Wealth Management Pty Ltd. My core capabilities include:Wealth Management and Financial PlanningPrivate BankingCredit and Risk ManagementLeadershipStrategy development and executionTeam building, process and facilitation Business buildingNumeracy

Johannesburg Area, South Africa

Johannesburg Area, South Africa

Johannesburg Area, South Africa

Johannesburg Area, South Africa

Ca, Accounting And Business/Management

Diploma In Financial Services (Financial Planning), Wealth Management And Financial Planning

Ca (Sa), Accounting

B Acc, Accounting, Auditing, Taxation

B Comm, Accounting, Commercial Law

Advanced Diploma Of Financial Planning, Financial Planning And Services

Professional Qualifying Exam, Financial Advice Regulatory And Legal; Financial Advice Construction; Applied Ethical Reasoning, No Grade Provided - Pass

Activities and Societies: Not ApplicableThis new Professional Qualifying Exam is a statutory requirement for all Financial Advisers.