Paul is the original founder and current Managing Director of Libéro Capital and has over 22 years’ experience advising high net worth individuals across Australia. His vision to develop a professional, fee-only and client-focused financial services company helped define his initial business offering in the early 2000’s that are now the foundation of Libéro Capital today.
Aside from being responsible for overall business operations and management, Paul also assists with the development, implementation and management of our clients’ wealth strategies and projects. In addition, Paul is the key point of contact with our firm from a client relationship perspective.
He first became a licensed financial adviser (Authorised Representative No. 236918) in Australia in 1998 and has also run his own Australian Financial Services Licence where he was ultimately responsible for the compliance of the business with Australian Securities and Investment Commission regulations and policies.
Paul established his reputation when he founded Fortitude Financial Consultants in Perth, Western Australia. The firm enjoyed an excellent reputation and specialised in advising business owners, executives, private families on wealth matters and larger corporates on their employee benefit programs.
Paul also formerly acted in the capacity as Director and Responsible Manager For New World Advisers Group on their Australian Financial Services Licence.
Prior to Paul’s decision to relocate and settle in Sydney he took time away from the industry and undertook a professional sabbatical by becoming a Certified Consultant with the Barrett Values Centre an organisation committed to helping leaders build values-driven cultures. In addition, he became an Affiliate Consultant with the Blue Ocean Strategy Regional Centre for Asia. Blue Ocean Strategy is a revolutionary approach to strategic thinking which you can literally apply to anything or any situation. Based on groundbreaking research a range of Blue Ocean Strategy concepts, analytical tools and frameworks were spawned.
With over two decades of experience, Paul believes that to remain relevant firms must continually value innovate services and solutions in line with changing customer needs and preferences. This ethos underpins Libéro Capital and is complimented with a steadfast belief of putting the interests of customers and clients first and treating them with respect, courtesy and going beyond to help them achieve what matters most to them.