Paul has worked in the Financial Services industry as a Financial Adviser since 1986. He is the owner and Director of Lateral Thinking Group, (trading as Momentum Wealth Management Group) with financial planning offices all over Melbourne. With over 8,100 clients and in excess of 3.94 billion in funds under management, Momentum Wealth Management operates under its own Australia Financial Services Licence (AFSL No. 454895).
Paul also owns and controls over 18 Accountancy firms, whereby these companies comprise of in excess of 125,000 clients.
With these credentials and extensive experience, Paul is well qualified to assist clients in achieving their financial goals.
This entails putting strategies together to enable the purchase of existing companies for associates.
Full unrestricted license issued by ASIC - for the most part advice has been outsourced to the ANZ Group.