Paul Ferrante Email & Phone Number

Perth, Australia

• My primary role is to meet with existing and prospective members and provide them with general advice regarding superannuation and UniSuper’s products (Defined Benefit, Accumulation, Pension and Insurance)• Manage the UniSuper Member Centre at Curtin University, Bentley Campus (WA)• General advice meetings, face-to-face and virtual appointments, with members and key university stakeholders• Educating members to enhance their knowledge and skills to confidently manage their superannuation• Promote UniSuper and the value of advice to our members• Seminars/webinars and presentations to members, faculties, and schools at WA universities• Training and mentoring of new members to the team

Perth, Australia

• Preparation of comprehensive and review Statements of Advice for new and ongoing clients, covering advice areas such as superannuation and retirement planning; investment planning; taxation planning; budget and debt management; personal insurance and risk management; social security and estate planning.• Financial modelling of the client’s recommended and alternative strategies, and capital adequacy. • Source, research and share technical information to fellow team members.• Product and technical research.• Development of technical strategies in consultation with the financial advisers.• Undergo regular training and professional development sessions to keep updated on legislative changes in the financial services industry. • Regular input on the improvement of the Statement of Advice template. • Training of new paraplanners.• Ensure compliance process is adhered to with regulatory and licensee standards.

Perth, Australia

We offer an outsourced paraplanning service to financial advisers, providing expertise in the following:• Production of high quality, compliant and personalised Statements of Advice• Strategy development• Financial modelling using COIN and XPLAN software systems• Consulting Services, providing expert training in: - GESB untaxed funds - product knowledge, strategies, calculations and financial modelling; - COIN and XPLAN financial software; - Paraplanning - new starters and up-skill of existing staff.Some of the companies that have engaged our services are Morgans Financial Limited, Western Financial, State Super Financial Services, Profusion Planning, Flinders Financial, Mercer Financial Advice, Western Pacific and Alliance Investment & Retirement Services.

Perth, Australia

• Sourcing, building and maintaining a client base.• Conducting initial meetings with clients to demonstrate the value of financial advice and establishing the foundation of a professional working relationship.• Gaining commitment to proceed with advice in a fee-for-service arrangement.• Working with existing clients to review their financial advice and further building the relationship through trust, honesty and commitment.• Presenting financial plans to clients.• Developing financial strategies to assist in meeting clients’ goals in the most appropriate manner and in their best interests.• Creating tailored investment portfolios for client’s superannuation (SMSFs) and personal funds.• Preparing my own SOAs and ROAs as required. • Upholding the FPA’s Code of Ethics at all times.

Perth City, Australia

Preparation of comprehensive Statements of Advice, development of strategic advice in consultation with financial advisers, detailed financial modelling using COIN software, and specialised and expert knowledge of GESB funds.

Bachelor Of Commerce - Bcom

Certified Financial Planner® Certification Program

Completed and attained my CFP® designation in 2015

Advanced Diploma Of Financial Services (Financial Planning)

Tertiary Entrance