Paul Moran

Paul is a principal of Moran Partners Financial Planning with extensive industry experience. He has been a Lecturer in Financial Planning with Securities Institute of Australia, FINSIA and Kaplan for over 19 years. He has been awarded two professional designations – Certified Financial Planner and SMSF Specialist Adviser)

He holds a Bachelor of Applied Science (RMIT), Associate Diploma of Health Science (AOTC), Diploma of Financial Planning (Deakin University) and Master of Business Administration (Deakin University). Paul also holds a Master of Taxation and Financial Planning (University of New South Wales) and is currently a Doctoral student at Victoria University, where his thesis is focused on financial decision making.

“He was awarded both the Victorian and Australian ‘Independent Financial Adviser Magazine’ Financial Planner of the Year for 2004, is a Securities Institute Practitioner Award Winner, and a member of the AFR Smart Investor Top 50 Financial Planning Master-Class for 2004, 2005, 2006 and 2012”

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WEBINAR
December 8, 2020
This webinar explores the day to day impact on running a financial planning business during COVID-19, how the expectations of clients have changed and have been managed, the lessons learned and how to prepare for the expected future changes to the financial planning industry post COVID-19