Meet Our Team
Paul has been working as a financial planner since 1999 and is passionate about helping people live a better quality of life through good financial planning.
Money is important to everyone and being financially secure can have a huge impact on your overall well being and happiness. We all strive for wealth and financial independence yet only 1 in 10 Australians ever achieve this. My goal is to help you make smart choices with your money to help you achieve those things that are important to you so you can spend more time living your ideal life.
Outside of work, Paul enjoys time with his family, travel and anything associated with health and fitness.
Having begun her career in the financial planning industry 25 years ago, Di has been a Certified Financial Planner since 2003. She has held various roles with ipac (14 years), Citigroup (London), AMP and a number of smaller boutique financial advice businesses. Her experience includes working in operational, technical and advisory capacities with wholesale, retail and corporate clients.
Di mostly works with professionals and families who are looking to engage in a collaborative partnership with someone who can help provide them with clarity and confidence about what their financial futures could look like. She spends a lot of time getting to know clients, making sure that she understands their personal and financial goals and aspirations, before tailoring advice that is specific to their individual needs and unique circumstances. Di’s detailed and thorough approach ensure that clients are placed in the best possible position to achieve the outcomes that are important to them.
Away from the office Di can be found on the soccer/futsal pitch, cheering on her husband and kids at their various activities, or enjoying a glass of wine with friends.
Quantum Paraplanning is a dynamic, privately-owned, independent, specialist Paraplanning business committed to supporting Pacific Wealth through the production of high quality, compliant Statements of Advice (SOAs) and the provision of a supportive technical sounding board.