Paul Nevin

Director | Financial Planner

Paul is an authorised financial planner with over two decades of experience in wealth management and business development and a qualified UK Pension Transfer Specialist.

He is a current member, Chartered Fellow, of the Chartered Institute for Securities and Investment (CISI) and a Chartered Associate of the London Institute of Banking and Finance (LIBF), in UK.

Paul holds Certified Financial Planner (CFP), which is the only globally recognised mark of excellence in financial planning, as well as Chartered Wealth Manager, and Chartered FCSI (Financial Planning) certifications via CISI in UK.

He is a current member of Financial Advice Association Australia (FAAA) and Self Managed Super Fund Association, in Australia.

Paul holds FPA Financial Planner AFP® member certification via FAAA.

UK Qualifications

  • BA (Hons) Economics – Manchester Metropolitan University
  • Diploma in Financial Planning – Chartered Insurance Institute (CII)
  • Diploma in Financial Planning- Level 6- (CISI)
  • Certificate in Pension Transfer Advice (CII)
  • Pension Transfers & Planning Advice – (CISI)
  • Award in Pensions Update (CII)
  • Certificate in Discretionary Management (CII)
  • Certificate in Securities Advice and Dealing (CII)
  • Financial Planning Certificate (CII)

Australian Qualifications

  • Diploma of Financial Planning (DFP)
  • Advanced Diploma of Financial Planning (ADFP)
  • SMSF Adviser (SMSF (PA))

Authorised Representative (No. 1261220 ) of TWD Licensee Services Pty Ltd (ABN 88 605064 480 AFSL 475964) and is employed by Expert Pensions Pty Ltd, a Corporate Authorised Representative (No. 1293865) of TWD Licensee Services Pty Ltd.

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