Paul Nevin Email & Phone Number

Perth, Western Australia, Australia

-Supporting British expatriates to manage their income, savings and investments when moving to or already living in, Australia, with particular focus on pensions-Delivering bespoke financial planning services including Superannuation, Retirement Savings, Securities, Investments and Life Insurance including critical illness-Upholding industry best practice standards, maintaining effective controls and ensuring all activities are effectively reported-Marketing and promoting all the USPs of the business, to enhance brand impact and visibility

Belfast, Northern Ireland, United Kingdom

-Supporting British expatriates to manage their income, savings and investments when moving to or already living in, Australia, with particular focus on pensions-Delivering bespoke financial planning services including Superannuation, Retirement Savings, Securities, Investments and Life Insurance including critical illness-Upholding industry best practice standards, maintaining effective controls and ensuring all activities are effectively reported-Marketing and promoting all the USPs of the business, to enhance brand impact and visibility

Perth, Australia

-Supporting British and Irish expatriates to manage their income, savings and investments when moving to or already living in, Australia, with particular focus on pensions-Delivering bespoke financial planning services including Superannuation, Retirement Savings, Securities, Investments and Life Insurance including critical illness-Upholding industry best practice standards, maintaining effective controls and ensuring all activities are effectively reported-Marketing and promoting all the USPs of the business, to enhance brand impact and visibility

Belfast, United Kingdom

-Supporting clients from the UK to effectively plan the transfer of their assets when emigrating to Australia and Europe.-Maintaining a robust knowledge of financial legislation and statutory regulations across jurisdictions-Identifying the most efficient, compliant and cost-effective ways for expatriates to plan for tax changes and access pensions-Liaising with clients to access specific needs and offer sound, reliable advice-Managing international financial advisors in collaboration with the Directors

Perth, Australia

At RM Capital we believe in holistic finance and unlike other wealth management firms, we take care of your debt in order to assist you in reaching your financial objectives.Property is often a huge component of a client’s net worth therefore it is vital to understand what you are buying and have bought and whether it is for capital growth, rental income, taxation benefits via negative gearing and the period you are going to hold the asset.The benefit of having someone regularly review your property portfolio is that by remaining proactive, they can monitor any potential pitfalls of your holdings and then action a plan of recourse.Our experienced team at RM Capital Finance can assist you with mortgages in Australia and also with mortgages for UK expats buying in Australia or the UK.

Perth, Australia

At Imperius we believe in holistic finance and unlike other wealth management firms, we take care of your debt in order to assist you in reaching your financial objectives.Property is often a huge component of a client’s net worth therefore it is vital to understand what you are buying and have bought and whether it is for capital growth, rental income, taxation benefits via negative gearing and the period you are going to hold the asset.The benefit of having someone regularly review your property portfolio is that by remaining proactive, they can monitor any potential pitfalls of your holdings and then action a plan of recourse.Our experienced team at Imperius Finance can assist you with mortgages in Australia and also with mortgages for UK expats buying in Australia or the UK.

Belfast, United Kingdom

-Supporting clients from the UK to effectively plan the transfer of their assets when emigrating to Australia and Europe.-Maintaining a robust knowledge of financial legislation and statutory regulations across jurisdictions-Identifying the most efficient, compliant and cost-effective ways for expatriates to plan for tax changes and access pensions-Liaising with clients to access specific needs and offer sound, reliable advice-Managing international financial advisors in collaboration with the Directors

Perth, Australia

-Supporting British and Irish expatriates to manage their income, savings and investments when moving to or already living in, Australia, with particular focus on pensions-Delivering bespoke financial planning services including Superannuation, Retirement Savings, Securities, Investments and Life Insurance including critical illness-Upholding industry best practice standards, maintaining effective controls and ensuring all activities are effectively reported-Marketing and promoting all the USPs of the business, to enhance brand impact and visibility

Studio 3, Strand Studios, 150 Holywood Road, Belfast, Northern Ireland Bt4 1Ny

-Liaising effectively with new and existing clients, providing outstanding service while introducing expert advice-Building a diverse and highly valuable portfolio of professional connections including accountants, solicitors and estate agents-Managing all aspects of client relations and sales management, together with detailed financial control and reporting-Developing policies and procedures to ensure best practice and full compliance with all industry regulations

Dubai, United Arab Emirates

-Providing a comprehensive range of financial services, advice and guidance to expatriates in the UAE region, driving business development by exceeding client expectations-Financial planning services including mortgages, insurance, pensions, investments and estate planning-Forging a rapport with clients, ensuring clear lines of communication to acquire a full understanding of their requirements, perspective, aims and goals in order to deliver a first class service-Building and maintaining a mutually productive professional network comprising numerous partners with various financial sectors and undertaking robust negotiations to secure best deal for clients

United Arab Emirates

-Providing a comprehensive range of financial services, advice and guidance to expatriates in the UAE region, driving business development by exceeding client expectations-Financial planning services including mortgages, insurance, pensions, investments and estate planning-Forging a rapport with clients, ensuring clear lines of communication to acquire a full understanding of their requirements, perspective, aims and goals in order to deliver a first class service-Building and maintaining a mutually productive professional network comprising numerous partners with various financial sectors and undertaking robust negotiations to secure best deal for clients

1A Lisburn Avenue, Belfast, County Antrim, Northern Ireland Bt9 7Fx

-Consulted with various advisory firms and individual advisors to facilitate networks migration-Liaising effectively with new and existing clients, providing outstanding service while offering expert advice-Identifying and meeting client requirements, sourcing potential opportunities for property development and investment-Building a diverse and highly valuable portfolio of professional connections including accountants, solicitors and estate agents-Managing all aspects of client relations and sales management, together with detailed financial control and reporting

1A Lisburn Avenue, Belfast, County Antrim, Northern Ireland Bt9 7Fx

-Co-founded and developed a small financial planning business as well as creating powerful and effective branding-Offered a comprehensive and holistic approach to financial planning for clients, covering a broad range of fields including mortgages and life assurance-Recruited, led and managed a highly productive and successful financial and administration team-Monitored, trainedand developed staff, conducting appraisals and ensured they were equipped with the skills and tools to perform their individual jobs effectively -Forged and developed strong, professional business relationships with estate agents, accountants and other partners

437 Lisburn Road, Belfast, County Antrim, Northern Ireland Bt9 7Ey

-As a partner, playing a major role in the creation, branding and growing of a successful estate agency business-Formed a team of agents, negotiators and administrators, identifying employee skills and nurturing further development-Offered expert advice and guidance covering property letting and management sales and consultanc, providing a tailored service to each individual client-Developed strong relationships with clients, negotiating mutually beneficial agreements in line with client goals

Bracknell, United Kingdom

-Completing comprehensive training, successfully achieving independent financial advisor status-Establishing and overseeing a new and successful mortgage Broking desk within the company Belfast office-Providing expert independent financial and mortgage advice to clients, assessing finances and reviewing properties in order to provide accurate and appropriate advice-Building a partner portfolio of accountants and estate agents,developing strong and mutually beneficial relationships

York, United Kingdom

-Providing financial advice, single company financial products and independent mortgage advice to a wide range of clients-Consistently meeting or exceeding targets and maintaining top quality levels of service, receiving multiple yearly National awards

Belfast, United Kingdom

Belfast, United Kingdom

Master Of Financial Planning

Graduate Diploma Of Financial Planning

Diploma In Financial Planning, Level 6, Pass

Diploma Of Finance And Mortgage Broking Management, Pass

Advanced Diploma Of Financial Planning, Pass

Certificate In Pension Transfer Advice, Level 4, Pass

Pension Transfers & Planning Advice, Level 6, Pass With Merit

Lia Professional Diploma In Financial Planning, Qfa Level 7, Pass

Certificate In Discretionary Investment Management And Certificate In Securities Advice And Dealing, Level 4, Pass

Certificates In Mortgage Advice And Advanced Mortgage Advice, Level 3 & 4, Pass

Diploma In Financial Planning, Level 4, Pass

Diploma Of Financial Planning, Pass

Certificate In Mortgage Advice And Practice, Pass

Financial Planning Certificate, Pass

Bachelor Of Arts - Ba With Honours, Economics, 3Rd Class Honours

12 Gce O Levels 3 Gce A Levels

3 GCE A Levels:- Mathematics, Physics and Computer Science 12 GCE O Levels including English and Mathematics