Director and Financial Adviser
Paul has over 25 years’ experience in the financial services industry, specialising in investment, retirement planning and risk management. Paul completed a Diploma in Business Studies endorsed in Personal Financial Planning and holds the prestigious Certified Financial Planner designation. He is a member of the Institute of Financial Advisers and an Authorised Financial Adviser. His Financial Services career began in New Zealand in banking gaining experience within foreign exchange, commercial and residential lending. He then practiced as a Financial Adviser whilst living in the UK. On returning to New Zealand, he practiced as a Senior Financial Adviser for seven years based in Wellington and had clients throughout New Zealand. Paul then moved to Sydney, Australia and for nine years worked for one of the largest and most respected Fund Managers in a General Management position within the Australian equities business. He then returned to his home town of Napier with his wife and 3 children to take up his current position. Paul is a trustee of the Helping Hand Trust and Chairman of the Institute of Financial Advisers Hawke’s Bay.
Call me on: 027 364 4887
Michael has over 20 years’ experience in the financial services industry, specialising in investment, retirement planning and risk management. He completed a Graduate Diploma in Business Studies endorsed in Personal Financial Planning and holds the prestigious Certified Financial Planner designation. Michael also completed a Bachelor of Business Studies majoring in Finance (BBS). He is a member of the Institute of Financial Advisers and an Authorised Financial Adviser. Michael initially worked for one of the big four banks then returned home to Hawke’s Bay to take up his current role where he has been for the last 17 years helping his clients achieve their financial goals. He lives in Napier with his wife and two children.
Call me on: 027 453 7118
Pleased to be recognised at our advisers National Conference of the Institute of Financial Advisers (IFA).
The certificate was awarded in recognition and appreciation of Paul Sewell for outstanding service and loyalty to the IFA and the financial services industry. IFA recognises the quiet achievers with this award. The volunteer who has dedicated their time, energy and intellect for the common good over a prolonged period of time, and doing so has earned the respect and gratitude of their peers for their selfless service. He has shown real innovation in raising the profile of the IFA and advisers.
His strong belief in the benefits of personal financial advice has seen Paul Sewell CFP cm work tirelessly with advisers, to raise their profile, encourage their education and promote their services- he is a real champion of our profession.