With more than 30 years’ industry experience in both Australia and the US, Paul has a diverse institutional background across investment banking, funds management and product development. Paul also has extensive experience in politics having served as Secretary of the Australian-Asian Young Political Leaders and Treasurer of the International Young Democrat Union. This broad background, together with his passion for markets and exceptional client outcomes, creates the perfect platform for advising clients on all aspects of wealth management.
Paul began his career at SBC (which later became UBS) in capital markets and was later posted to the US for eight years. After a brief stint in funds management with Merrill Lynch Investment Managers, Paul joined CBA in March 2005 in its Markets division as an FX, derivatives and investment dealer. Transferring to Commonwealth Private in 2007, Paul held a number of roles within research and advice before helping establish Commonwealth Private Office in 2010. It was there that he created the organisation’s most successful advisory partnership with fellow adviser Jaime Sanqui. In 2018, Paul moved to LGT Wealth Management where he continues to work with Jaime.
Paul is committed to ensuring that his clients are guided through all the intricacies of managing their wealth. His clients appreciate his dedication and the team approach he takes and are assured that everything is taken care of. Paul holds a BCom (Hons) from the University of New South Wales where his thesis was on option valuations. He holds the Advanced Diploma of Financial Services (Financial Planning) and is SDIA and ADA Level 2 accredited.
