Financial Planning

Come and meet with our professional financial planner who will tailor your road to financial success.

Paul, from Mentor Financial Advisors, is happy to discuss your future with you and can offer:

  • Cash flow management
  • Financial planning
  • Investment planning
  • Retirement planning
  • Financial risk management
  • Insurance planning
  • Tax planning
  • Estate planning
  • Business succession planning

Contact the Office and arrange an appointment to your financial freedom.

“Who is my Adviser?”

Paul has been in the financial service industry for over 25 years and has enjoyed a successful career in banking and finance as a Credit Analyst, Operations Manager and Financial Controller with major Australian and international banks. He has extensive experience with small business having been involved with running a family business, as well as assisting small businesses clients in his 15 years with Grzic Partners as a Senior Accountant and Business Advisor.

Paul is a Registered Tax Agent and a Fellow of the National Tax and Accountants Association (NTAA). Paul has a Diploma of Financial Planning and has accreditations in Self-Managed Superfunds and Margin Lending.

Married with 2 young boys Paul directly understands the emotions and challenges that face clients in trying to juggle the demands of a family and building for their future.

What kinds of financial services are you authorised to provide me and what kinds of products do those services relate to?

Paul Masina is an employee of Mentor Financial Advisers who are both authorised by Synchron to offer you the following services:

Provide financial product advice and to deal in a financial product by arranging for a financial product to be acquired, disposed of, or varied.

Paul Masina can provide advice on and deal in the following products:-

  • Deposit and Payment Products
  • Debentures, Stocks or Bonds issued by a Government
  • Life Products, including
  • Investment Life Insurance Products
  • Life Risk Insurance Products
  • Interests in Managed Investment Schemes (incl. IDPS)
  • Retirement Savings Account Products
  • Superannuation
  • Securities
  • Self-Managed Superannuation Funds
  • Standard Margin Lending Facility

Contact us today to discuss how we can work together: (02) 9647 2008 or email us at

Have a Question?

Contact us to book your initial free no-obligation consultation with our expert advisors.