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Paul Oesterheld

Executive Financial Advisor

Executive Financial Advisor

B Bus AFP® SMSF
  • Authorised representative number: 1003240
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About Paul Oesterheld

I help to advise clients who are:

  • Looking to build wealth to create their ideal retirement lifestyle, and
  • For those are now retired; to maintain their lifestyle by generating income to meet their retirement needs and having their capital, as a minimum, keep pace with inflation.

 

I believe I am a trusted adviser to my clients by:

  • Giving peace of mind with the complexity removed
  • Provide confidence with personalised strategies
  • Allowing you to enjoy family, friends, health, and your lifestyle both now and into the future.

 

My experience & qualifications:

  • 30 + years’ experience in financial services
  • A Bachelor of Business, a Diploma in Financial Planning and SMSF Specialist accreditation.

 

The challenge

Investing over the long term can be difficult with lots of reasons to stop or change course. Changing legislation and having the time to focus is often not a priority.  This can lead to lack of direction and ultimately mistakes which are hard to recover from.

 

Our Solution

For your peace of mind, I will listen to what is important for you and what the future holds. Using our ‘7 Step Wealth Creation Framework’, my recommendations will be tailored so you will:

  • Have peace of mind with complexity removed,
  • Gain confidence with personalised strategies,
  • Enjoy life & retirement.

 

Beliefs

I believe everyone deserves a great retirement and I would really enjoy creating a great experience for you. Relationships are important and you can contact me at any time – I will always be there for you.

  • Integrity creates trust and trust is the foundation of success.
  • Listen, be approachable & make it easy.
  • Share formulas for success to help others.
  • Only recommend strategies that we would do ourselves & for our families.
  • Be transparent & always call people back.
  • Complete forms (where possible) as our customer’s time is valuable.
  • Advice should be in writing as we should be accountable.
  • Having great attention-to-detail so our customers don’t need to.

 

Personal

We have three adult children and live on the Northern Beaches.  I have an active outdoor lifestyle and enjoy surfing, skiing, mountain biking and hiking. Apart from spending time with family and friends we enjoy travelling and experiencing different cultures.

 

Paul Oesterheld Pty Ltd | ABN 93 676 833 408 | Corporate Authorised Representative No: 1309819

Licensee – Alliance Wealth Pty Ltd | AFSL no. 449221| ABN 93 161 647 0071 | www.centrepointalliance.com.au/fsg/aw

Contact

Paul Oesterheld

Peace of Mind

Have peace of mind with complexity removed.

Gain Confidence

Gain confidence with personalised strategies.

Enjoy Life

Create wealth to enjoy.

For A Great Retirement Lifestyle

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Licensee: Alliance Wealth Pty Ltd | AFSL No. 449221 | ABN 93 161 647 007 | www.centrepointalliance.com.au/fsg/aw |

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