Paul Benson
Guidance Financial Services
Paul Benson is the Practice Principal of Guidance Financial Services, a financial planning practice based in Essendon in Victoria. Paul holds a Bachelor of Business in Economics & Finance, is a Certified Financial Planner, a SPAA accredited Self-Managed Super Fund Specialist, and member of the Responsible Investment Association of Australasia. In 2011 Paul was recognised by the AFR Smart Investor Magazine as one of the top 50 financial planners in Australia. His expertise was sought to write the text book Principles of SMSF. “In the past, financial planners would ask prospective clients about their attitude to risk, what they earn, what they owe, and hopefully what they would like to achieve in the future. Whilst this is a good start, I believe we need to dig deeper to understand a client’s ethical viewpoint, and tailor their consequent investment strategy with these considerations front and centre.” To Contact Paul Ph: 03 9870 6544 |
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The contents of this website are intended as general advice only. The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences.
The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co-operative does not constitute financial advice. The information is presented in order to inform people motivated by ethical, environmental or social concerns.
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The contents of this website are intended as general advice only. The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences.
The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co-operative does not constitute financial advice. The information is presented in order to inform people motivated by ethical, environmental or social concerns.
Privacy Policy