Senior Manager – Business Development, Trustee Services
BCom ASIA
Paul is Senior Manager – Business Development, Trustee Services for the Private Client Services Division of AET operating out of our Sydney office.
Paul has over 30 years’ experience in the financial services industry and is a highly respected professional with significant industry expertise across compensation trust management, Native Title trusts and Wills and estate planning. He holds a Bachelor of Commerce from the Wollongong University and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.
Prior to joining AET, Paul spent over 14 years with Perpetual and The Trust Company (now part of Perpetual).
A major facet of Paul’s role at AET involves working closely with legal practitioners, health professionals and case managers together with individual clients and their families to appropriately manage, invest and protect compensation payments for clients who have faced significant health and personal injury.
Paul is committed to understanding each client’s individual needs and developing support strategies aimed at providing ongoing financial, lifestyle and social support in a bid to maximise their quality of life.
Paul is a keen surfer, swimmer, snow skier and occasional golfer.