LILYWHITE FINANCIAL PLANNING - Key Persons
Guy has worked in financial services since 1999, starting off in funds management and progressing into various roles encompassing stockbroking, insurance and financial planning. As time has progressed, Guy has found financial planning to be his most satisfying domain, providing excellent, efficient and friendly service, focusing on people and effective solutions. Guy has a particular interest in aged care and assisting clients in maximising their government benefits in retirement.
In his downtime Guy enjoys the odd game of golf, cycling and having a surf. He is affiliated with Wanneroo rugby club and has played in the Golden Oldies division however, as age catches up, he is playing less and enjoying the social side more. Outside of this, relaxation is via a good book and family activities.
Job Titles:
- Director and Senior Financial Planner
Paul has been in banking and financial services for over 25 years, both in the UK and since migrating to Australia in 2006. Paul has extensive experience in a number of large banks across the two countries as a financial planner, founding Lilywhite Financial Planning in 2016 in order to have more direct involvement in helping his clients achieve their goals and protect their future.
Paul has completed a Bachelor of Arts (Honours) in Accounting and Finance, a Diploma in Financial Services (Financial Planning), an Advanced Diploma in Financial Services (Financial Planning), and is fully qualified to meet the new education requirements for all Financial Planners, as well as being a member of the Financial Advice Association Australia.
Away from work, Paul enjoys spending time relaxing with friends and watching his favourite sports, particularly soccer, AFL and basketball. He also loves travelling and precious family time with his two children.