Paul has extensive experience in the financial planning industry and genuinely cares about the impact good planning can have on his clients’ lives. He believes his job is to help alleviate the worry associated with getting your financial affairs under control, whether they be personal or business.

His areas of specialist expertise include personal investment planning, self-managed superannuation, direct equities, gearing, personal risk management and retirement planning.

After more than 20 years of advising, Paul has come to consider financial planning as a career that really looks after people. His approachable, client focused manner and thorough advice has earned him a string of industry accolades. Forward thinking and holistic in his practice, he works not only as an adviser, but also as Director of Business, a large role that sees him actively involved in the day to day running of the DFS.

Paul’s qualifications include a Diploma of Financial Planning, CP4 and Cavendish specialist Self Managed Super Fund accreditation. He is also an ALPA adviser.

Fortnum Private Wealth Awards

• Financial Adviser of the Year 2019

• Guy Carrington Chairman’s Award 2019

• Nextgen Advisor of the Year 2018

JOE COX

For over 20 years, Joe has been helping individuals and families to make informed financial decisions and turn their goals into reality. He loves working closely with clients throughout every stage of life's journey. His advice is goal-focused, practical and personalised with the aim of building financial confidence and security.

Joe believes that strong financial foundations create opportunities to live your best life. Whether you're planning for retirement, growing your wealth, protecting your family, or achieving a specific goal, he will support you every step of the way.

Outside of work, Joe enjoys spending quality time with family. He loves a fishing trip and is a keen golfer – any excuse to take advantage of the Southeast Queensland sunshine.

Joe holds an Advanced Diploma of Financial Services (Financial Planning) and a Bachelor of Accounting.  He is an Accredited Listed Products Adviser (ALPA), a member of the Professional Memberships Financial Advice Association of Australia (FAAA) and a specialist member of the Self Managed Super Fund (SMSF) Association.