PAUL COLEMAN

Paul brings over 25 years of experience in the financial planning industry, demonstrating strong leadership in operational efficiency, advice development, compliance, and team management. As Practice Manager of our Brisbane office, he oversees the branch’s day-to-day operations, ensuring seamless coordination within the team and a continuous focus on delivering high-quality results.

Passionate about the transformative power of financial advice, Paul is dedicated to delivering exceptional client experiences. He plays a pivotal role in upholding the company’s commitment to personalised financial planning and long-term client success. As a senior leader, Paul provides vital support in business development, change management, and strategic planning, driving growth and enhancing client service delivery. By overseeing the core pillars of business success, he empowers his team to achieve outstanding results, promotes operational efficiency, and helps individuals reach their professional goals.

Outside of work, Paul is actively involved in his community and values spending quality time with his family. He enjoys being outdoors, embracing a love for nature, adventure, and relaxing over good food with family and friends.