Personable, Expert, High Integrity

Joe, August 2009

Paul acts as financial planner to both myself and my business partner, we have always been extremely happy with the advice he has given us. His in-depth product knowledge, deep understanding of financial principles and ability to guide us through complex issues only goes to confirm that we made the right choice when appointing Paul as our advisor. I could not recommend Paul highly enough to anyone who needs expert financial advice. You will not be disappointed.


Expert, On Time, High Integrity

Phil, August 2009

Paul is a very strong financial advisor and I trust him to provide honest and well placed advice and always to follow through with the detail. He has not let me down in over 5 years.

Phil Canning EPSA

Managing Director | Energy Power Systems Australia

Phil Canning EPSA | Managing Director | Energy Power Systems Australia

I have known and engaged Paul Dunn as my financial advisor for over 15 years, and in that time he has proven to provide an honest and trusted service. He has always gone to the effort to understand my personal priorities, and I trust his views and advice which is informed, balanced and focussed on my best interests.



Paul provides pragmatic and comprehensive advice and support. He has helped me establish a holistic financial plan, including long term financial planning, putting in place a self-managed superannuation fund; assisting me to secure life and accident insurance as well as support in large financial planning matters, such as the recent purchase of a home. I find Paul approachable, responsive and diligent with respect to his duties.