Paul Formica
Paul Formica
- Progressive Financial Solutions
- Financial Planner
- Hubs: Bundoora
Hi, I’m Paul!
Born and bred into the financial planning industry, it all started when I was organising client files and entering client data every Saturday as 12-year-old.
I have officially been doing financial planning for eight years in my family-run financial advice firm, Progressive Financial Solutions, which opened its doors in 2001.
We provide holistic financial advice, including superannuation, investment, retirement planning, SMSF, Aged Care and insurance advice. However, what we thrive on is building unmatched client service and experiences; we mean it when we say we take the financial burden off our client’s shoulders!
I have a Bachelor of Commerce degree (major in Financial Planning), and I am a CFA Candidate (studying CFA Level III).
Lets catch up!
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