The Financial Planning Association of Australia The Financial Planning Association of Australia

Paul McInerney, CFP®


Name Paul McInerney CFP®
Company Returns Plus Pty Ltd
Address 6 Appin Street
Wangaratta, VIC 3677
Phone 0414970596
Website

We offer a seamless confidential and comprehensive range of services focused holistically on your financial wellbeing.

The primary focus is ensuring appropriate strategies are developed, integrating all aspects of personal, legislative and economic conditions.

My philosophy is to provide excellent services and work towards a long term, mutually rewarding relationship with clients.

Our credentials in Financial Planning and Accounting are extensive.

I have a long history in Financial Planning, since 1993, with 20 years a Director, and over 20 years as a Financial Adviser, I have been awarded the Certified Financial Planner designation from the FPA.

I am uniquely positioned to effectively combine the primary roles focused on your long term Goals, Objectives and Aspirations.

I hold a Public Practice Licence from CPA Australia, and Tax Agent Registration from the Tax Practitioners Board. I am a Past President of the Victorian Divisional Council CPA Australia.

Prior to joining the profession, I had 25 years experience in management positions within the Health and Post Secondary Education public sectors.

I am an Authorised Representative of Nextplan Financial Pty Ltd, AFS License No. 452996 through Financial Momentum Vic Pty Ltd which is a corporate authorised representative of Nextplan Financial.

Until we catch up, Keep safe and well.

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