Paul Nevin
Director | Financial Planner
Paul Nevin is an authorised financial adviser specialising in UK–Australia cross-border pension and retirement planning, with more than three decades of financial services experience across the UK and Australia.
Paul Nevin holds Certified Financial Planner (CFP) credentials in both the UK and Australia and is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
His specialist qualifications include the CISI Level 6 Pension Transfers and Planning Advice qualification and the SMSF Association SMSF Specialist Advisor (SSA®) designation.
Paul’s experience spans UK pension transfer advice, Australian superannuation, defined benefit and defined contribution pensions, SMSFs and broader cross-border retirement planning.
He is a member of the Financial Advice Association Australia (FAAA) and the SMSF Association.
UK Qualifications and Professional Credentials
- Chartered Fellow (Financial Planning) – CISI
- Chartered Wealth Manager – CISI
- Certified Financial Planner (CFP) – UK
- Level 6 Pension Transfers and Planning Advice – CISI
- Diploma in Financial Planning, Level 6 – CISI
- Diploma in Financial Planning, Level 4 – CII
- Certificate in Pension Transfer Advice – CII
- Award in Regulated Pension Transfer Advice – CII
- Award in Pensions Update – CII
- Certificate in Discretionary Management – CII
- Certificate in Securities Advice and Dealing – CII
- Financial Planning Certificate – CII
Irish Qualifications
- Qualified Financial Adviser (QFA) Diploma in Financial Advice – LIA
Australian Qualifications and Professional Credentials
- Certified Financial Planner (CFP®) – Australia
- Master of Financial Planning
- Graduate Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
- SMSF Specialist Advisor (SSA®) – SMSF Association
Authorised Representative (No. 1261220 ) of TWD Licensee Services Pty Ltd (ABN 88 605064 480 AFSL 475964) and is employed by Expert Pensions Advice Australia Pty Ltd, a Corporate Authorised Representative (No. 1293865) of TWD Licensee Services Pty Ltd.
View Paul’s Financial Advisers Register
View Paul’s Adviser Profile (PDF)
