Arcstone Financial Services consists of a team of experienced financial advisers dedicated to providing the highest quality Retirement, Superannuation, Insurance and Wealth management Services & Advice. Our advice for life means you will always have ongoing support no matter what stage you are in life.
ABOUT THE TEAM
Co-Founder, Principal and Senior Financial Adviser
Paul is the Senior Financial Adviser at Arcstone Financial. Paul’s aim is to provide quality advice and professional tailored financial strategies to help people enjoy their wealth beyond retirement. Paul truly believes financial advice involves understanding what is important to you, and ensuring your finances support this.
Prior to Arcstone, Paul spent many years as an Accountant, Investment Analyst and Tax Accountant for an Investment Bank in Sydney. Paul holds a Bachelor of Business in Accounting and Finance and is a specialist SMSF and Retirement Planning Adviser. Paul is also a member of the MFAA and Illawarra Business Chamber.
Away from the office Paul is a member of the North Wollongong Surf Life Saving Club. He is a keen sports enthusiast, enjoying rugby and skiing and spending time with his family and friends. Paul actively supports the AMPFP Cancer Council Pro Bono program and is involved in fundraising events for the Cancer Council and Heart Foundation.
Practice Manager and Financial Adviser
A founding partner and Practice Manager of Arcstone since 2006, Tracy has enjoyed seeing the business grow into a successful financial planning company with a collaborative family spirit. Tracy’s love of what she does is truly infectious and she is extremely passionate about supporting people to get the best outcome from their situation.
Prior to Arcstone opening its doors in 2006 Tracy lived and worked in Sydney working for AMP in various senior roles, including Regional Office Manager and Corporate Superannuation Administrator.
In 2002 Tracy completed her Bachelor of Business Studies (Distinction) from Charles Sturt University in and took time out of the workforce to look after her son until he started school.
Tracy enjoys being actively involved with North Beach SLSC, the University of Wollongong Hockey Club and various school fundraising activities.
- Our goal is to have a positive influence in our clients’ progress to financial security through their lifetime. We have over 50 years combined experience in small business and financial services, so we are well-placed to provide holistic advice to our clients with a range of services, including:
- Financial Planning
- Mortgage Broking
- Specialised Self-Managed Super Fund advice
- Business and individual accounting and taxation services
So where do we start?
To build and protect your wealth our process will look at:
- Your current financial position.
- Your personal, financial and lifestyle goals.
In doing, this we will reveal your needs and wants, allowing us to create a financial strategy to make your goals and objectives a reality.
Of course this is just a brief overview of who we are and what we do. We believe we are experienced enough to cover all your needs and get the job done, but remain local and small enough to care.
We would love to get to know how we can help you better, and help get you moving on creating that financial security ...
please contact us
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