Paul Green

Expertise

Paul has nearly 40 years of experience advising clients, with expertise that extends well beyond traditional financial planning.   His early background as a practicing accountant (with expertise in business valuation, corporate advisory and taxation), combined with over 25 years of financial advisory experience, enables him to provide integrated family wealth advice, supported by ongoing professional education and training.

He now focuses on family wealth management advice for individuals, superannuation funds, and private entities including serving as a professional trustee of estates and special purpose trusts, which requires a deep understanding of taxation, succession, and structuring issues.

Paul is also recognised as an expert in financial services litigation. He has been engaged by ASIC and in large-scale class actions to provide evidence in complex financial advice disputes.

Background

Prior to joining Vincents, Paul joined his former firm in 1990, becoming a partner in 1994. He obtained formal qualifications to practise as a financial planner in 1998 and was appointed managing partner in 2007 at age 40.

Private & Corporate Clients

• Family wealth management and planning
• investments including listed shares, property, bonds, debentures and cash investments, and managed funds
• Superannuation advisory
• Retirement planning
• Investment and family asset protection and investment structuring
• Estate planning and Estate Management
• Risk management
• Cashflow and debt management
• Taxation structuring and general advice