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

Paul Moran, CFP®


Name Paul Moran, CFP®
Company Moran Partners Financial Planning
Address 767A Nicholson Street
Carlton North, VIC 3054
Phone 03 93808844
Mobile 0412854394
Email [email protected]
Website http://www.moranfp.com.au

Paul is a Certified Financial Planner with industry experience dating back to 1995. He is a Principal Financial Planner and Authorised Representative of Moran Partners Financial Planning Pty Ltd, having run his own practice since 2001. He has been a Lecturer with FINSIA and Kaplan for more than 18 years. He is a sessional lecturer with Victoria University.

He is an expert in Superannuation and all aspects of retirement planning.
Employment experiences have included 9 years as an Ambulance Paramedic, State Training Manager and Regional Manager in Financial Planning for a major Bank, and an Executive Manager with a large public sector superannuation fund.

Paul was both the Victorian and Australian Financial Planner of the Year for 2004, Finsia Practitioner Award Winner 2003, and a member of the AFR Smart Investor Top 50 Financial Planning Master Class in 2004, 2006 & 2011.

Additionally, Paul is regularly quoted in the Australian Financial Review, The Melbourne Age and Sydney Morning Herald.

He specialises in behavioural finance and decision-making, and he has high level technical expertise in superannuation, retirement planning and strategic financial planning.

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