An Australian Certified Financial Planner (CFP) and highly sought-after professional financial advisor, Paul is skilled at providing high level strategic advice, financial review and guidance across the full spectrum of wealth management.
Paul joined the Australian financial services industry in 1995 and his commitment to build and service long term relationships with his clients has differentiated him in an industry that has been criticised for focusing on financial products versus people.
Paul’s career includes extensive financial management experience within the HSBC Asset Management Group, a Senior Financial Planning position within the AMP group, and roles with NAB International Operations. He is also a CFP Member of the Financial Planning Association of Australia and a Senior Associate of the Financial Services Institute of Australia.
A highly engaging industry speaker, Paul communicates with deep knowledge and insight on the financial markets and key industry issues and understands the wealth creation issues that are important to his clients.
Cody’s passion for finance saw him become the youngest ever winner of the National AFP Financial Planner of the Year (2016) Award at 25 years of age. The FPA award recognises the number one Adviser in Australia that is not a CFP nationally, which extends over 12,000 financial advisers who work for 749 advisory groups operating via 8,000 financial planning practices.
Focusing on each of his clients’ unique circumstances to custom-design a blueprint to financial success, Cody focuses on the biggest picture and places importance on achieving the outcomes his clients desire for themselves, their family, and community. He believes in helping his clients grow, and aims to protect what drives them out of bed each day.
Cody is a goal-setter with the desire to attain every single percent he can to improve his own life and that of his clients, making him an invaluable and highly respected member of the Meridian team.