Paul Hanley work email
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Paul Hanley personal email
I am a specialist wealth advisor partnering select prosperous and up-and-coming private clients and their families, on their journey to enduring wealth.My clients include prominent Australian and ex-South African business people and entrepreneurs - but most are highly discrete.I am a qualified Chartered Accountant and have successfully completed the Financial Adviser Standards and Ethics Authority's qualifying exam.I have 20 years of strategic and executive leadership positions in Private Banking with Investec Bank in Australia and South Africa; and have spent 10 years leveraging that experience fruitfully in partnership with my clients.My areas of advice specialisation include Portfolio and Wealth Management, Superannuation and Retirement Planning, Estate Planning and Risk Management. My qualifications and commercial experience bring unique insights to family entity structuring, shareholder agreements, buy- sell agreements, philanthropy and estate planning; running brainstorming sessions to surface issues prior to the engagement of independent, specialist; tax, legal or accounting advice. I am a member of the institute of Chartered Accountants Australia, the Institute of Chartered Accountants in South Africa, and the Financial Planning Association; and I am registered with ASIC as a 'Qualified tax relevant provider'.
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Adviser PrincipalBuxton Private Wealth Nov 2022 - PresentSydney, New South Wales, AustraliaThe 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.
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Principal Wealth AdviserHorizon Wealth Management - Australia Sep 2012 - Nov 2022Sydney -
Consultant And Business AdvisorIqx Business Solutions Mar 2012 - Jan 2013Sydney, AustraliaStrategic Adviser -
Co-President Knox Grammar Preparatory School Parents AssociationKnox Grammar School Jan 2012 - Dec 2012Wahroonga Sydney
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Head Private BankInvestec Bank Australia Dec 2008 - Jul 2011 -
Head Private Banking, Investec South AfricaInvestec Mar 2003 - Nov 2008Full Strategic and Operational Responsibility for building the division into the dominant Private Bank in South Africa
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Country Head Private Bank, Head Of Risk, Head Of CreditInvestec Group Jul 1991 - Jul 2011Johannesburg South Africa And Sydney AustraliaI 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
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Regional Head: Private BankInvestec Bank Limited (South Africa) Mar 1998 - Mar 2003Johannesburg Area, South Africa
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Head Credit And Risk: Private BankInvestec Bank Limited (South Africa) Jan 1996 - Mar 1998Johannesburg Area, South Africa
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National Head Of Credit - Private BankInvestec Bank Limited (South Africa) Jan 1994 - Jan 1996Johannesburg Area, South Africa
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Credit OfficerInvestec Bank Limited (South Africa) Jul 1991 - Jan 1994Johannesburg Area, South Africa
Paul Hanley Skills
Paul Hanley Education Details
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Institute Of Chartered Accountants AustraliaAccounting And Business/Management -
Pinnacle Financial Services AcademyWealth Management And Financial Planning
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Sa Institute Of Chartered AccountantsAccounting
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Accounting, Auditing, Taxation -
Accounting, Commercial Law
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Financial Planning And Services -
Financial Adviser Standards And Ethics AuthorityNo Grade Provided - Pass
Frequently Asked Questions about Paul Hanley
What company does Paul Hanley work for?
Paul Hanley works for Buxton Private Wealth
What is Paul Hanley's role at the current company?
Paul Hanley's current role is Specialist Wealth Adviser.
What is Paul Hanley's email address?
Paul Hanley's email address is pb****@****ond.com
What schools did Paul Hanley attend?
Paul Hanley attended Institute Of Chartered Accountants Australia, Pinnacle Financial Services Academy, Sa Institute Of Chartered Accountants, University Of The Witwatersrand, University Of The Witwatersrand, International Institute Of Technology - Australia, Financial Adviser Standards And Ethics Authority.
What skills is Paul Hanley known for?
Paul Hanley has skills like Wealth Management, Banking, Financial Risk, Private Banking, Equities, Investment Banking, Risk Management, Portfolio Management, Financial Analysis, Credit, Strategic Financial Planning, Capital Markets.
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Paul Hanley
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