Cameron Walshe

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Paul Moran MBA CFP®
Individual Authorised Representative No. 243434
of Moran Management Services Pty Ltd trading as
Paul Moran Financial Planning,
Corporate Authorised Representative No. 243433
of Camwal Ltd trading as Cameron Walshe ABN 12 003 359 251
Australian Financial Services Licence No 243381

582 Nicholson Street
North Carlton VIC 3054
PO Box 560
North Carlton VIC 3054
Phone: 03 9482 3122
Fax: 03 9482 3121
Email: paul@cwcarlton.com.au

Financial Planning

Paul Moran is an Authorised Representative of Cameron Walshe
and is competent to provide advice in the following areas:

Financial planning
Superannuation
Retirement planning
Investments
Margin lending and gearing
Social Security
Wealth creation
Life and disability insurance

Special Skills

Paul’s specialities include:

Superannuation and retirement planning
Pensions
Self managed super funds
State Government Superannuation Schemes

Awards

Australian Financial Planner of the Year 2004
Personal Investor Magazine Masterclass 2004
AFR Smart Investor Masterclass Member 2004, 05, 06

Qualifications
CERTIFIED FINANCIAL PLANNER™
Bach App Science
Diploma Financial Planning
Master of Business Administration

Memberships
Financial Planning Association
Securities Institute of Australia

Experience
Paul has been involved in Financial Planning for 14 years, and has held roles as State Training Manager and Regional Manager with a major Bank and Executive Manager with a large public sector super fund. He commenced his private practice with Cameron Walshe in 2001.

Paul is a lecturer with FINSIA where he was awarded the Practitioner Award in 2003. Paul is regularly quoted in the Financial Review, Melbourne Age and Sydney Morning Herald as well as a number of lifestyle magazines.

Paul actively seeks out low cost, efficient investment structures for his clients. He reviews his financial planning clients at least twice per year, and is pro-active in his advice.

He is committed to public education and presents at public seminars regularly.