Paul Stott

Paul Stott Email and Phone Number

Business Development Manager at The Wealth Designers @ The Wealth Designers
australia
Paul Stott's Location
Brentwood, Western Australia, Australia, Australia
Paul Stott's Contact Details

Paul Stott personal email

n/a
About Paul Stott

I just love making a difference in people's lives.I am passionate about my work, in particular the personal client contact and the relationships forged over the years with my clientele on a business and private level. My philosophy has always been to develop long term partnerships with clients built on trust and mutual respect.I have over 34 years experience in the financial services industry and have held a variety of positions serving on board of advice teams for OnePath risk insurance and MLC Protection.Certifications include an Advanced Diploma of Financial Services (Financial Planning), Chartered Life Practitioner and Fellow Chartered Financial Practitioner.Besides providing outstanding financial advice, my other passions include boating/yachting, cycling, photography and being a proud and doting grandparent.I am always involved in the local community through positions and memberships with Rotary Club and South of Perth Yacht Club to name a few.

Paul Stott's Current Company Details
The Wealth Designers

The Wealth Designers

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Business Development Manager at The Wealth Designers
australia
Website:
twd.com.au
Employees:
17
Paul Stott Work Experience Details
  • The Wealth Designers
    Business Development Manager
    The Wealth Designers Jan 2022 - Present
    West Perth
    View
  • Stottsure Financial Advice Pty Ltd
    Principal Financial Adviser
    Stottsure Financial Advice Pty Ltd 2000 - Feb 2022
    Brentwood, Wa
    The services I am able to offer to my clients are:• Investment strategies including gearing and savings plans, ASX Listed Securities• Budget and cash flow planning• Debt management• Superannuation advice, including salary sacrifice and consolidation strategies• Personal insurance strategies• Centrelink / DVA advice• Retirement planning advice• Estate planning advice• Advice on ownership and structures eg. discretionary and family trusts• Portfolio review… Show more The services I am able to offer to my clients are:• Investment strategies including gearing and savings plans, ASX Listed Securities• Budget and cash flow planning• Debt management• Superannuation advice, including salary sacrifice and consolidation strategies• Personal insurance strategies• Centrelink / DVA advice• Retirement planning advice• Estate planning advice• Advice on ownership and structures eg. discretionary and family trusts• Portfolio review services• Ongoing advisory services• Referrals to specialists eg. accountants, solicitors Show less

Paul Stott Skills

Investments Superannuation Wealth Management Income Protection Strategic Financial Planning Retirement Planning Investment Strategies Portfolio Management Asset Managment Wealth Pensions Retirement Estate Planning Insurance Residential Mortgages Wealth Accumulation Financial Services Financial Risk Mutual Funds Asset Management Financial Planners Critical Illness Investment Management Mortgage Lending Inheritance Tax Planning Wealth Management Services Disability Insurance Asset Allocation Life Insurance Personal Financial Planning Debt Management Term Life Insurance Securities Financial Planning

Paul Stott Education Details

  • Afa
    Afa
    Chartered Life Practitioner (Chlp)
  • Afa
    Afa
    Fellow Chartered Financial Practitioner (Fchfp)
  • Kaplan Professional
    Kaplan Professional
    Financial Planning And Services

Frequently Asked Questions about Paul Stott

What company does Paul Stott work for?

Paul Stott works for The Wealth Designers

What is Paul Stott's role at the current company?

Paul Stott's current role is Business Development Manager at The Wealth Designers.

What is Paul Stott's email address?

Paul Stott's email address is p.****@****.com.au

What schools did Paul Stott attend?

Paul Stott attended Afa, Afa, Kaplan Professional.

What are some of Paul Stott's interests?

Paul Stott has interest in Professional Photography.

What skills is Paul Stott known for?

Paul Stott has skills like Investments, Superannuation, Wealth Management, Income Protection, Strategic Financial Planning, Retirement Planning, Investment Strategies, Portfolio Management, Asset Managment, Wealth, Pensions, Retirement.

Who are Paul Stott's colleagues?

Paul Stott's colleagues are Jonathan O'sullivan, Trixie Cajucom, Robin Sandover, Michael Ron, Karen Pearce, Suzanne Mcmillan, Cara Graham.

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