Paul is a RIAA Certified Ethical Adviser, and holds the UNPRI Applied Responsible Investing Certificate. As Investment Research Associate, Paul is involved in the research and analysis and monitoring of the investments recommended to clients.
PePaulter has worked with his financial planning and investment advice clients since 2012, prior to that he worked in the insurance advice and business banking industries for nearly 30 yers.
Paul holds a NCFS
Moneyworks have sponsored the Mindful Money awards since 2021.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
