enquiries@kofkinbond.com.au     03 9111 2675

Paul Conte

Principal Planner
Kofkin Bond & Co Pty Ltd

Paul has been welcomed to Kofkin Bond & Co. as our first Principal Adviser after long mentoring relationship with Tony. Paul’s diverse experience and thirst for education plays a fundamental role with new and existing clients, and has built powerful strategies that compete with many seasoned professionals in the industry to date.

Paul

Key Points (Achievements)

  • Analysis: Through Paul’s strong analytical skills he was able to identify a major flaw in a new clients Buy/Sell agreement that had not been kept in line with current legislation. By addressing and solving the client’s needs Paul was able to help both company directors avoid a $2,000,000 tax liability in the event of the business being sold or an insurance payout.

Focus Areas

Paul uses his expertise in wealth management and Estate Planning, to ensure clients are on track to achieve their financial goals within the most tax effective structures, whilst also considering the clients risk profiles.

“I help create solutions for my clients through structured financial coaching, advice and being a good sounding board.

Where my desire to meet people and learn something new has benefited me most, what sets me a part is my who I learn from, my mentors, who are some of the best professionals in their industries. “

Business Profile

Paul’s technical foundations come from a number of years within the Insolvency Accounting industry where data analysis and stake holder engagement are a fundamental aspect of the job. A deeper interest in the finance industry lead Paul into Custodial Services with one of the big four banks, giving him a superior understanding of funds management and client relations. His additional studies formed the basis for him to be able to give financial advice.

News

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