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. 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.