Paul Swarbrick AFA Profile
Paul is an Authorised Financial Adviser and a Financial Planner. He works with Moneyworks Membership Fee clients to help them achieve their financial planning goals, including looking at their investments, KiwiSaver, insurance, mortgages, cashflow planning and retirement savings arrangements as well as with some other clients to help them ensure that their insurances, mortgages and investment options are approrite for them.
Paul joined Moneyworks in 2012 from a long career in banking, finance and commercial financing. During this time he assisted many clients to arrange finance for their homes and projects and had a stint in Papua New Guinea in Sales Management.
Having Paul on the Moneyworks adviser team has enabled Carey and Peter to provide additional advice to our clients in relation to their mortgages. Paul has worked with insurance clients for the last seven years and provides us with his valuable knowledge of the new and innovative insurance solutions available in the New Zealand market.
Paul lives in Auckland with his teenage daughter Grace, who is studying at AUT. His elder daughter Chloe has completed a BA and a Law Degree (LLB) at Auckland
Apart from spending time with his daughters, Paul spends time trying to improve his golf handicap.
Paul’s registration number is FSP 410766. Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.
NCFS (Financial Advice) 2016
Pauls’ Previous Experience
November 2012 – May 2016 Client Relationship Manager, Moneyworks NZ Ltd (Insurance, Mortgages Specialist)
2010 -2012 Operations Manager and Sales Rep 2 degrees dealers