Paul Geisel

Paul Geisel

Aged Care Matters

Paul Geisel

Accredited Aged Care Specialist

Sub-Authorised Representative No 345693

Ph 07 3721 4403

E   paulg@financialadvicematters.com.au

Paul joined our team in 2010 with over 25 years experience in the Financial Services industry. Paul has been a Certified Financial Planner since 1995, and has the experience to deal with the ever changing landscape in our industry. Paul has a Diploma in Financial Planning, is an Accredited Aged Care Specialist and is a Commissioner of declarations.

Paul previously headed up a major Australian Bank Wealth Management Division for 10 years, and was also responsible for the setting up of a major Credit Union as a full Dealer Group having obtained an AFSL.

One of Paul's key professional achievements was being chosen as 1 of 100 Senior Managers worldwide whilst working at a major bank to complete an external Transformational Leadership Course.

Married for 40 years to his wife Peta, Paul is a proud dad to one daughter, and recently also became a grandad for the second time. He enjoys watching most sport at state or national level, having played A grade squash and rugby league, as well as being a keen water skier. Paul has a real passion for the country life and bushwalking, and was proud to have walked the Kokoda track in 2005.

When enough is enough, you can vote with your feet… I did!

When enough is enough, you can vote with your feet… I did!

I guess the old saying “you can’t judge a book by its cover” is true with many providers in most industries in the modern world, and aged care is no different.

I think we believe that most providers have the best intention and will generally strive to deliver on their promises and value offerings to the best of their ability. The care industry simply by its name would suggest that ‘care’ is of the utmost importance. Or is it?

Palliative Care – The topic of conversation no one really wants to discuss.

Palliative Care – The topic of conversation no one really wants to discuss.

One of the more common queries I have been recently receiving from not only clients, but also Legal firms (on be half of their clients), is around the topic of Palliative Care – What is it? Who should I refer to and how is the best way to go about it in the most modest, graceful and compassionate way for all involved. Read more

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Aligning age pension and aged care means testing

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Aligning age pension and aged care means testing

While we covered off the topic of Asset test changes and age pension in November 2016, I believe it is important to again highlight some of the effects of the changes now that they are actually in force.

It is highly likely that individuals moving into aged care from 1 January 2017 may face increased cashflow pressure due to altered treatment of the former home.

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The information contained in this material should not be relied upon as a substitute for professional financial advice (including tax advice) and you are advised to consider obtaining professional financial advice if the information is of sufficient importance to you. Alliance Wealth accepts no liability of any kind to any person who relies on the information contained in the material.