
Qualifications & Memberships
- Diploma of Financial Planning
- Bachelor of Economics
- FAAA – Financial Planning Association
- Graduate Member of Australian Institute of Company Directors
Areas of Expertise
- Estate planning
- Insurance
- Self Managed Super Fund
- Small business
- Superannuation
Paul Heanly
Managing Director
Authorised Representative and Credit Representative of Hillross Financial Services Limited
Prior to establishing Hunter Wealth, Paul co-founded both Hillross CBD and CBD Financial Planning. As Managing Director, Paul’s primary role is focused on ensuring the delivery of high quality advice to our valued clients. He maintains direct client involvement and acts as a sounding board for many on complex matters.
Over the years we’ve been able to build Hunter Wealth through mergers and this growth has enabled us to evolve into the financial planning business it is today. My belief is that this has only been possible by building long term relationships with our clients, understanding their hopes and dreams, and helping them realise their idea of Financial Freedom. Underpinning these relationships is the quality and experience of our staff at Hunter Wealth – a team who are the foundation of our success.
I play an active role in charity fund raising for the Black Dog Institute, provide pro-bono services, and have board/committee representation for Newcastle University Rugby Club. I like to relax, spending time with my family, travelling and playing golf.
Paul’s ideas of Financial Freedom
To have fantastic holidays with my family and not to have to worry about the cost of an icecream