Paul Coleman

Head of Operations & Planning


Paul has close to 20 years experience in financial services and leads the operations service delivery team.  He has a great passion for the value of receiving quality and personalised advice, as well as how streamlined processes can support a great customer experience.

Paul is well qualified and holds a Diploma of Management, Diploma of Financial Planning and a Certificate in Applied Self Managed Super Fund Advice.

Outside of work Paul places high importance on spending time with the family and particularly enjoys getting out fishing and camping.