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About Paul Moran Financial Planning

Our Financial Planning practice provides professional, comprehensive, fee-based advice. Our clients range in age from their mid 20’s to their mid 80’s and rely on our advice to assist with the myriad decisions they face concerning their financial affairs.

We partner with an Estate Planning Specialist Legal Practitioner and a number of Accounting firms to provide
our clients specialized advice as needed, and we provide advice to other Finance Professionals regarding Superannuation (Including self managed superannuation), Investment Strategies, Centrelink and Aged Care strategies.

The practice principal, Paul Moran, was both the Australian Financial Planner of the Year in 2004, and has been
a two time member of the AFR Smart Investor top 50 Financial Planning Masterclass. He has been a lecturer in Financial Planning with FINSIA/Kaplan Education for more than 10 years.  

We spend time with prospective clients, prior to them making any decisions regarding engaging our services,
to make sure we can be of assistance. If not – we will tell you. All clients will be asked to spend some time considering our service offering before making a decision to engage us, and we will discuss our fees during
our initial meeting. We do not charge based on how much you have to invest, but rather on the type of services
that you need.

We do not take on clients who simply want us to sell them financial products – this is not what professional Financial Planning is about. Our professional relationships take some time to establish, but clients quickly understand the value of having someone ‘on your side’ who is not influenced by media reporting, or what
‘everyone else’ is doing.  We provide advice that is highly technical, but is communicated in a
plain language style.

Paul Moran Financial Planning is a Corporate Authorised Representative of Guardian Financial Planning
AFS Licence No. 237641.