Paul Moran - About Paul Moran CFP™

About Paul Moran   B App Science, DFP, MBA, CFP™, SSA™

Individual Authorised Representative No. 243434

Paul Moran is an Authorised Representative of Guardian Financial Planning
and is authorised to provide you with advice in the following areas:

• Credit Assistance (excluding broking services)
• Deposit and Payment Products
• Derivatives
• Life products
• Debentures,stocks or bonds issued or proposd to be issued by government
• Interests in Managed Investment Schemes including Investor Directed Portfolio Services
• Securities
• Standard Margin Lending Facility
• Superannuation

Paul is also authorised to advise regarding:

• Hedge Funds
• Gearing / margin Lending strategies
• Direct Securities listed on ASX200
• Self Managed Superannuation Funds

Paul specialises in the following areas:

• Superannuation and Retirement Planning
• Pensions
• Self Managed and Superannuation Funds
• State Government Superannuation Schemes

Paul Moran has been involved in Financial Planning for 17 years, and has held roles as State Training Manager and Regional Manager with a major Bank and Executive Manager with a large public sector super fund.
Paul commenced his private financial practice in 2001, and actively seeks out low cost, efficient investment structures for his clients. He offers to review his financial planning clients at least twice per year, and is pro-active in his advice.

Paul is committed to public education and regularly presents at public seminars. He is a senior lecturer with FINSIA and received the Practitioner Award in 2003. He is regularly quoted in the Financial Review, Melbourne Age and Sydney Morning Herald as well as a number of lifestyle magazines.