UK Licensed since 1988 with the highest qualifications for any adviser in New Zealand, combining academic excellence with 36+ years of practical experience.
Since 1988
Research Background
Launch Leadership
Experience
A unique combination of academic excellence and practical expertise that sets Paul apart in the financial advisory industry.
Advanced research background in psychology, providing unique insights into financial decision-making and client behavior.
Strong analytical and scientific foundation supporting evidence-based financial planning approaches.
Licensed since 1988 - over 35 years of regulation
The highest qualifications for any adviser currently practicing in New Zealand
Professional membership and ongoing education
Active membership in leading professional organizations ensures ongoing education and ethical standards.
Professional membership maintaining psychology expertise and ethical standards in financial counseling.
International membership ensuring access to latest research and best practices in behavioral finance.
Professional development and certification in insurance and financial services industry standards.
36+ years of career progression and key achievements
Led the launch of ASB's KiwiSaver product in 2007, bringing deep expertise in retirement savings and investment strategies to thousands of New Zealanders. This experience provides unparalleled insight into KiwiSaver optimization strategies.
Extensive experience across all business sizes, from individual professionals to multinational corporations. Developed expertise in fee-based independent financial advice, investment guidance, and comprehensive financial planning.
Advanced academic research in psychology, providing unique insights into financial decision-making, behavioral patterns, and client counseling. This background enables a deeper understanding of the psychological aspects of financial planning.
The combination of highest-level qualifications, psychology expertise, and 36+ years of experience creates a unique advisory approach that goes beyond traditional financial planning.
Academic background ensures all advice is grounded in research and proven methodologies.
Psychology expertise helps clients understand and improve their financial decision-making patterns.
36+ years of experience across all market conditions and business environments.
Professional memberships ensure ongoing education and adherence to ethical standards.