Authorised Representative No. 1261220
As Director of Imperius Wealth in Australia and the UK, Paul is a trial authorised financial planner with over two decades of experience in wealth management and business development.
Paul is also a UK qualified and registered Pension Transfer Specialist for offering advice on retirement, investments, savings, life assurance, critical illness cover and estate planning in both Australia and the UK.
He holds UK CFP certification, the only globally recognised mark of excellence in Financial Planning. He also holds UK Chartered Wealth Manager and Chartered Associate at London Institute of Banking & Finance certifications too. These certifications provide you with the confidence that you will be dealing with an industry qualified, highly experienced and trustworthy individual.
Paul is based in the Perth office.
Authorised Representative No. 1262971
Boris is an accomplished Financial Planner with more than 27 years’ experience in helping clients and their families secure a sound financial future with core competencies in strategic financial planning and business development.
Boris is able to combine extensive formal training, including an MBA in Finance and Accounting, with a pragmatic, ethics-based approach and global perspective to understand a customer’s needs and identify a comprehensive, secure strategy for personal and business growth.
Boris is based in the Melbourne office.
Authorised Representative No. 1269423
Jason is a dual authorised financial planner with over 15 years’ of experience in wealth management and business development. He holds the QFA designation in Ireland, which represents the standard of competence deemed by the Central Bank of Ireland as meeting its minimum competency code requirements of retail financial products.
Jason is also the Director of Imperius Asset Management Ltd and holds R04 (Pensions and Retirement Planning) accreditation under the U.K Chartered Insurance Institute.
Jason is based in the Sydney office.
Authorised Representative No. 000444656
Warrick is a Chartered Accountant and has over 30 years’ experience as a Financial Services Professional.
As a financial educator and financial planner he has extensive experience in educating and advising executive, professional and business clients.
Warrick’s specific interests currently include personal estate planning, business succession advice and UK pension financial planning.
Warrick is based in the Sydney office.