Name (Last, First)
SEWELL, PAUL
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Company
Financial Advice Hawkes Bay Ltd
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Address
Level One
20-22 Munroe Street
Napier
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Areas of Advice
Cash Management, Direct Investment, Estate Planning, Financial Planning, Home Equity, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds
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Professional Designations
CERTIFIED FINANCIAL PLANNER CM, Trusted Adviser, Financial Advice NZ
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Profile
Paul has over 25 years’ experience in the financial services industry, specialising in Financial Planning with a particular interest in Investment and Retirement Planning. Paul completed a Diploma in Business Studies endorsed in Personal Financial Planning and holds the prestigious Certified Financial Planner designation. He has also completed a Bachelor of Commerce and Administration from Victoria University. Paul is a Trusted Adviser, a founding member and Member Director of financial planning/Investments of Financial Advice New Zealand and past Chair of the Member Advisory Committee for Financial Planning. His Financial Services career began in New Zealand in banking gaining experience within foreign exchange, commercial and residential lending. He then practiced as a Financial Adviser whilst living in the UK. On returning to New Zealand, he practiced as a Senior Financial Adviser for seven years based in Wellington and had clients throughout New Zealand. Paul then moved to Sydney, Australia and for nine years worked for one of the largest and most respected Fund Managers in a General Management position within the Australian equities business. He then returned to his hometown of Napier with his wife and 3 children to take up his current position. He has been a director and shareholder of Financial Advice Hawkes Bay since 2011. Paul is chairman of the Helping Hand Trust, Trustee of the Napier Family Centre Finacial Trust, and past Chairman of the Institute of Financial Advisers Hawke’s Bay.
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