Paul Woodward - Superannuation and Insurances in

Paul Woodward - Superannuation and Insurances

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Financial Advisor at superannuation and insurances
📍 Ramsgate, New South Wales, Australia

Paul Woodward is the Founder and Principal Adviser at Superannuation and Insurances, with over 25 years of experience in financial planning. He specializes in superannuation, wealth protection, and retirement strategies, holding certifications in Self Managed Superannuation Funds and Tier 1 Margin Lending. People hes worked with often describe him as professional, knowledgeable, and wise.

Paul is passionate about guiding people through significant life transitions and building long-term relationships based on trust and clear communication. He focuses on empowering his clients by breaking down complex financial topics into simple, actionable advice. His approach is centered on ensuring clients feel confident and secure about their financial future.

He is an active networker who consistently facilitates introductions between professionals in his network.

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Experience
26 Years
Current Role
Financial Advisor
Job Level
Junior
Location
Ramsgate, New South Wales, Australia
Personality Overview

How Paul shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Paul cares about

Retirement Planning
His company's mission is to help Australians plan for their future and retire with confidence, often guiding clients through transition-to-retirement strategies.
Wealth Protection
He specializes in personal insurance strategies, including life, TPD, trauma, and income protection, to protect clients' wealth and lifestyle.
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Career

Work history

4-2018
Financial Advisor
superannuation and insurances
8-2016
Financial Planning Specialist
AVALONFS
2008 - 4-2018
life insurance, income protection, superannuation
PATRON Financial Advice
2000
life insurance, income protection, superannuation
Paul Woodward Sydney Financial Services
In the press

Media appearances

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Education
2017 - 2017
Tier 1 Margin Lending
Kaplan Professional
2017 - 2017
Self Managed Superannuation Funds
Integrity Education Group
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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