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Paul Macfarlane

Principal Adviser

GradDip (FP), JP

Paul has enjoyed over 20 successful years as a professional in the financial services sector. His roles include working with various superannuation/pension companies and fund managers before commencing a career in financial planning in 2006. Paul prides himself on providing his clients with the best financial advice which is tailored to their specific personal circumstances. His advice is delivered in a straightforward and transparent manner without any jargon – Paul’s advice is easy to understand and delivers optimal outcomes with long lasting results. Paul currently holds a Graduate Diploma of Financial Planning.

Outside of work, Paul enjoys keeping fit, leading a healthy and active lifestyle – representing Australia in 2018 in Triathlon. You can usually find Paul at the local surf club through summer or manning the BBQ/coaching kids at the local footy club through Winter.

E: paul@wealtharchitects.com.au
M: 0409 005 513

Locations

Wealth Architects 7/378 Lawrence Hargrave Drive Thirroul NSW 2515

Wealth Architects Mudgee 9/79 Market Street, Mudgee NSW 2850

Wealth Architects Tamworth 22-24 Bourke Street, Tamworth NSW 2340

My Advice Specialties

Tax-Minimisation

Ownership structuring and tax optimisation

Retirement

Life, TPD, trauma and income protection

Investment

Business keyperson insurance

Estate equalisation and family security

See what our clients say:

Bonnie
BonnieClient of Wealth Architects Brisbane North
I would highly recommend Katrina Robbins and her team to anyone who wants to achieve a secure financial future for themselves and their families. Katrina is dedicated, reliable and knowledgeable. She demonstrates great insights into the Australian and International financial markets. Her financial advice has always been professional, well-considered and evidence-based. I would not have achieved my financial goals without Katrina's expertise and guidance.
Alan
AlanClient of Wealth Architects Melbourne
We've been dealing with Kim Siauw and his team from Wealth Architects for over 5 years. We've always received excellent service, advice, and communication. Kim and the team always take on board our needs and concerns, and provide excellent explanations and unbiased information. Highly recommended.
David
DavidClient of Wealth Architects Melbourne
We have been dealing with Wealth Architects for many years now and have found Kim and his team to be excellent. Always approachable, great advice and explanations allowing us to improve our portfolio. I have no hesitation in recommending Wealth Architects to look after your financial needs.

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