At AAN Wealth Management, our goal is quite simple: we aim to help you secure your financial future. Our culture is centred on a network of advisers who are proud of the work they do on behalf of everyday Australians.
At AAN Wealth Management, our goal is quite simple: we aim to help you secure your financial future. Our culture is centred on a network of advisers who are proud of the work they do on behalf of everyday Australians.
AAN Wealth Management is a trusted network of fully-accredited advisers with a wealth of experience in the financial services industry. AAN Wealth Management is a 100% Australian and 100% privately owned and operated organisation.
Since we’re not owned by a bank, super fund or financial institution, there’s no pressure or incentive for our financial advisers to push certain financial products or favour certain superannuation companies.
You can have confidence knowing our advisers have the flexibility and are trained to provide advice based solely on what’s in your best interests.
Our advisers will work with you to understand what really matters to you and create a tailored plan to help you grow, manage and protect your wealth. Authorised Representatives of AAN Wealth Management must meet strict educational and personal requirements as well as adhere to ongoing training and professional development.
Paul ensures that AAN Wealth operates at the highest possible standards, and remains compliant with the applicable legislation governing financial organisations. Paul is a partner of a leading national law firm.
Paul’s commercial litigation experience, coupled with his commitment to continuous education, allows him to add tremendous value to the company, and successfully lead by example.
Paul’s wealth of expertise includes, but is not limited to: Joint Ventures, Mergers and Acquisitions, Dispute Resolution, Negotiation, Property Law, Consumer Law, Debt Settlement, and more. His genuine interest, intellectual curiosity, discipline, integrity and commitment to act with reasonable care, skill and diligence – drives corporate governance, development, growth and innovation across AAN Wealth.
Peter has been a legal practitioner since 1995 and has been a partner of law practices in Brisbane, Melbourne, and regional Queensland. He is currently a partner of a leading legal firm and is admitted as a practitioner of the High Court.
Peter has a lengthy history in assisting clients in commercial matters, including superannuation investments and estate planning. He has assisted numerous clients with the establishment of Self-Managed Superannuation Funds and investments in superannuation, and frequently advises clients in relation to their obligations under and compliance with the Superannuation Industry Supervision Act. As part of his estate planning practice, Peter helps clients ensure that their superannuation assets are protected and ultimately reach their chosen beneficiaries, through Binding Death Nominations and appropriate provision in their wills.
Peter and his team regularly assist clients with insurance claims and particularly TPD personal injury claims for those who have been seriously injured.
An active member of the community, and committed to helping people wherever possible, Peter undertakes pro- bono work for members of the Armed Forces, victims of domestic violence and indigenous Australians living in remote communities.
AAN Wealth Management Pty Ltd (ABN 26 634 944 399) Australian Financial Services Licence Number 517548. General Advice Warning: The information provided in this website is general information only, and does NOT take into account your objectives, financial situation and needs. Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.
Quick Links
Contact
AAN Wealth Management
Level 15, 270 Adelaide Street,
Brisbane, QLD, 4000, Australia
Tel: 1300 471 314
info@aanwealth.com.au
AAN Wealth © 2019. All rights reserved. Another mint site by Boldly.