Paul Thorpe-Apps
Paul Thorpe-Apps is an Authorised Representative of Centric Wealth Advisers Ltd.
He has obtained the following experience and educational qualifications.
Experience
Paul commenced his financial planning career at IPAC in 1990 developing valuable experience in superannuation, portfolio construction, risk management and the technical issues associated in implementing and managing client portfolios.
In 1995, he accepted a role at Prudential Bache Securities in Amsterdam, The Netherlands. Paul worked on the international desk advising high net worth families in the construction and management of investment portfolios. Having successfully passed the New York Stock Exchange General Securities Representative Examination, Paul was able to trade for clients on the NYSE.
Moving back to Australia, Paul returned to IPAC as a Senior Adviser until 1999 when he was approached and accepted a position at Merrill Lynch in Sydney. Paul then worked at Strategic Capital Management and AON prior to joining Centrestone in 2003 (now Centric).
Paul's experience in offering professional financial planning services and advice includes:
Formulating appropriate strategies and investment structures;
Developing comprehensive personal strategic and financial plans;
Portfolio construction;
Reviewing special investment opportunities;
Reviewing and restructuring investment portfolios;
Executive share protection strategies;
Superannuation advice;
Philanthropic strategies;
Duration management of cash position.
Educational Qualifications and Professional Associations
Diploma in Financial Planning from Deakin University
Certified Financial Planner - Financial Planning Association
New York Stock Exchange General Securities Representative Exam
Member Financial Planning Association of Australia
Member Investment Committee Centric Wealth
His authorised representative number assigned by the Australian Securities and Investments Commission is 260013.