My name is Paul Mercer and I am a senior financial planner and Managing Director here at Coastal Financial & Insurance Services.
I have completed a Diploma of Financial Planning (Dip.FP) through Deakin University and I also hold the internationally recognised Certified Financial Planner, or CFP® qualification. In addition, I also hold qualifications in the areas of superannuation and life insurance. I am currently completing my Master’s degree in Financial Planning.
I am a long-standing member of the Financial Planning Association (FPA) and an Adviser Member of the Association of Independently Owned Financial Professionals (AIOFP).
I have worked in the financial services industry for over 25 years and as a financial planner for more than 17 of those. I have worked for a variety of organisations ranging from small boutique firms to large corporations.
This breadth of experience has seen me provide financial planning advice and services to a wide range of clients.
When providing financial planning advice, my main focus is to understand your financial goals. From there I am able to develop strategies to best meet your needs both now and in the future.
Every client is different and as such my advice and strategies take that into consideration.
My aim is to provide my clients with personalised, quality financial advice.