Who We Are / Adviser Profiles / Paul Mc Inerney

Paul Mc Inerney
Certified Financial Planner
B.Bus(Acc) FCPA(FPS)
TIFP Director
Email: paulmcinerney@tifp.com.au
Qualifications:
Certified Financial Planner
Bachelor of Business (Accounting)
Registered Tax Agent
Membership Professional Bodies:
CPA Australia (Fellow CPA, Financial Planning Specialist)
Financial Planning Association of Australia (FPA)
Australian Taxpayers Association
Australian Securities and Investments Commission (ASIC) number: 237759
Industry Experience:
Paul is a founder and Director of the company which was established in 1993. Paul’s philosophy is to provide excellent services and work towards a long term, mutually rewarding relationship with clients.
Paul’s principle focus is ensuring that appropriate investment strategies, integrating all aspects of personal, legislative and economic conditions are taken into account.
Prior to joining the profession, Paul had 25 years experience in management positions within the to Health and Post Secondary Education public sectors.
Areas of Specialisation:
Paul can provide advice on
- Comprehensive Strategy Development
- Asset Classes and Allocation
- Financial Planning
- Superannuation and Rollovers
- Gearing
- Securities
- Debentures
- Cash Deposits
- Managed Funds
- Immediate Annuities
- Allocated Pensions
- Remuneration Packaging
- Loans
- Asset Protection
- Redundancy
- Taxation minimization
- Life & Risk insurance
- Retirement Planning
- Social Security/Veteran Affairs Entitlements
- Strategy Implementation
- Estate Planning
- Ongoing Reviews
| Regional | Metropolitan |
| 6 Appin Street Wangaratta Vic 3677 |
Suite 2, 277 Centre Road Bentleigh Vic 3204 |
| PO Box 1016. Wangaratta Vic 3677 |
PO Box 282. Bentleigh Vic 3204 |
| Ph: 03 5722 9929 | Ph: 03 9563 9969 |
| Fax: 03 5722 9939 | Fax: 03 9563 9965 |
| Email: paulmcinerney@tifp.com.au |
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