Hillross

Paul Heanly
Managing Director
Hunter Wealth. Level 10, 20 Hunter Street, Sydney, NSW 2000

Prior to establishing Hunter Wealth, Paul co-founded both Hillross CBD and CBD Financial Planning. As Managing Director, Paul’s primary role is focused on ensuring the delivery of high quality advice to our valued clients. He maintains direct client involvement and acts as a sounding board for many on complex matters.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Diploma of Financial Planning
  • Bachelor of Economics
  • FAAA - Financial Planning Association
  • Graduate Member of Australian Institute of Company Directors

Areas of
Expertise

Estate planning
Insurance
Self Managed Super Fund
Small business
Superannuation

Over the years we’ve been able to build Hunter Wealth through mergers and this growth has enabled us to evolve into the financial planning business it is today. My belief is that this has only been possible by building long term relationships with our clients, understanding their hopes and dreams, and helping them realise their idea of Financial Freedom. Underpinning these relationships is the quality and experience of our staff at Hunter Wealth – a team who are the foundation of our success.

I play an active role in charity fund raising for the Black Dog Institute, provide pro-bono services, and have board/committee representation for Newcastle University Rugby Club. I like to relax, spending time with my family, travelling and playing golf.


Paul's ideas of Financial Freedom

To have fantastic holidays with my family and not to have to worry about the cost of an icecream