Paul Greenwood – MBus(Bkg&Fin), GradCert (Fin&Bkg), Dip FP.

Paul commenced in the financial services industry in the early 90’s and is one of Australia’s most experienced financial advisers. Paul’s career has taken him to the United Kingdom and has seen him hold directorships and senior management positions in many successful financial advisory firms, both large and small.

Paul spent four years at Aviva (Norwich Union) in a variety of leadership and sales management roles before leaving to re-enter private practice in 2004.

Paul’s experience incorporates all aspects of running a successful boutique financial advisory practice. As WealthSpan’s founder, Paul remains focuses on advising clients, the firm’s strategic direction, developing new client solutions and promoting the firm to its network of referrers.  He has a particular interest in carrying our empirical research in the field of Personal Finance.

Paul is studying a Doctor of Philosophy (PhD) within the Faculty of Business and Economics at Monash Business School.  He holds a Masters Degree in Business from Monash Business School and a Graduate Certificate from Swinburne University, both are in the field of Banking and Finance.  He holds a Diploma of Financial Planning and in addition to being a Licensed Financial Adviser, he is a registered Tax Financial Adviser.

Paul is a member of three professional bodies; a Senior Associate of FINSIA, an Affiliate of the Institute of Chartered Financial Analysts (CFA) and a Practitioner Member of the Association of Financial Advisers.

Paul was named the winner of the prestigious 2019 PlanPlus Global Financial Planning Awards for the Europe Region, which includes entrants from Europe, Australia, New Zealand and Russia. The award backs up Paul’s runner up award in 2018 and provides public and industry recognition to financial planners who are among the very best in their contribution to the profession.

The competition is limited to financial advisers who have a professional designation, and are a member of a professional association. Further, their work must be solely based on what is in the best interests of their clients.

Book an initial meeting with Paul