Hi - It's Paul Jackson here - Hudson Retirement Specialist
I have worked in the financial services industry since 1978. I was a Branch Manager, Relationship Manager and Financial Planner for two of the "Big Four" banks based here in Queensland. I have been an Authorised Representative since 1994.
I have worked in the specialised area of Self Managed Super, direct asset investing and in recent times particularly with retirees. I have had extensive Centrelink experience and lecturedfinal year students in Bachelor of Financial P
lanning at Griffith University in "Retirement and Estate Planning".
I have completed the Financial Planning Principles and Practice Course at Securities Institute Education as well as graduating from the Diploma of Financial Planning at Deakin University. I am recognised as an Associate of the Financial Planning Association of Australia (Practitioners Division) and am currently working towards becoming a Certified Financial Planner.
I have had a wide range of experience, the most recent being fine-tuning clients situation to obtain the best Centrelink outcome. I also been involved in salary packaging advice and long term wealth creation strategies, and assisted clients manage the investment of deceased estate assets.
My Qualifications:
- Authorised Representative
- Associate of the Financial Planning Association
- Certificate in Applied Self-Managed Super Fund Advice
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