Director and Senior Financial Planner
Paul has been in banking and financial services for over 20 years, both in the UK and since migrating to Australia in 2006. Paul has extensive experience in a number of large banks across the two countries as a financial planner, founding Lilywhite Financial Planning in 2016 in order to have more direct involvement in helping his clients achieve their goals and protect their future.
Paul has completed a Bachelor of Arts (Honours) in Accounting and Finance, a Diploma in Financial Services (Financial Planning), an Advanced Diploma in Financial Services (Financial Planning), and is fully qualified to meet the new education requirements for all Financial Planners, as well as being a member of the Association of Financial Advisers.
Away from work, Paul enjoys spending time relaxing with friends, watching his favourite sports, particularly soccer and AFL, as well as getting away with his wife, Lucy and two children for some precious family time (before they are all grown up).
Client Services Manager
Guy has worked in financial services since 1999, starting off in funds management and progressing into various roles encompassing stockbroking, insurance and financial planning. As time has progressed, Guy has found financial planning to be his most satisfying domain, providing excellent, efficient and friendly service, focusing on people and effective solutions. Guy has a particular interest in aged care and assisting clients in maximising their government benefits in retirement.
In his downtime Guy enjoys the odd game of golf, cycling and having a surf. He is affiliated with Wanneroo rugby club and has played in the Golden Oldies division however, as age catches up, he is playing less and enjoying the social side more. Outside of this, relaxation is via a good book and family activities.
Lucy has completed a Bachelor of Arts (Honours) in Politics and Economics, a Diploma in Financial Services (Financial Planning) and an Advanced Diploma in Financial Services (Financial Planning).
Away from work, Lucy enjoys spending time with friends and getting into a good book. She also loves to travel, especially with Paul and their two children.
Our philosophy is set in three key components, all of which culminate in our clients having a ‘can sleep at night’ feeling of not having to worry about if they are making, or have made, the right decisions.
- We provide our clients with the highest standard of professional service, making us their trusted adviser and first point of call for all financial planning needs for them, their family and their friends.
- We give peace of mind and confidence to our clients in planning for a financially secure future and helping them to achieve their lifestyle goals and dreams.
- We make the advice process easy to understand through plain English discussions, being honest and having integrity to do the right thing.