Paul Money has been working in the accounting profession for more than 40 years. His work includes superannuation advice including self managed superannuation funds. Paul is a tax agent and provides tax (financial) advice; Paul is registered for both these services with the Tax Practitioners Board; Paul is a Fellow of Institute of Chartered Accountants, Chartered Tax Adviser with Taxation Institute of Australia, Associate Member of SMSF Association and registered company auditor.
Paul is licenced (No 293720) to provide strategic superannuation advice and is an Authorised Representative of Capstone Financial Services and provides advice through PMP Wealth Pty Ltd Corporate Authorised Representative No 1277462.
Allison is a Certified Financial Planning ® practitioner and Accredited Aged Care Professional ® with more than 10 years in the financial services industry. She has particular expertise in retirement planning, superannuation, investments, insurance, business succession planning, aged care and social security. Allison works closely with her clients to set achievable financial goals, simplify their finances and give them confidence to plan for their future. Allison is passionate about building strong relationships with her clients by helping them achieve the best financial outcomes possible through tailored advice.