All you need to know about
Paul

FINANCIAL ADVISER - INSURANCE SPECIALIST

Paul Luu

With over 15 years of experience as a life insurance specialist adviser, I have had the privilege of working with clients from all walks of life. My extensive background in the industry has equipped me with the knowledge and expertise to navigate the complexities of life insurance, ensuring my clients receive the best possible advice and solutions tailored to their unique needs.

I particularly enjoy working with business owners and professionals who have more complex financial circumstances. Understanding the distinct challenges they face, I am adept at developing comprehensive strategies that address their specific insurance needs, providing them with the confidence to focus on what they do best.

One of my greatest strengths is my ability to explain insurance concepts in a way that is relatable and easy to understand. I take pride in my personalized approach, working closely with each client to develop practical solutions that offer financial peace of mind. My goal is to ensure that every client feels informed, confident, and secure in their insurance decisions.

What Healthy, Wealthy and Happy means to you?

Life is journey filled with many ups and downs and everything else in between. To me, being healthy, wealthy and happy means to be able to experience each and every day of this journey with a sense of gratitude and wonder. I am fortunate to be supported by great family, friends and work team so that I can enjoy the good times and to work through and learn from the tougher times when they arise.

Qualifications

• Advanced Diploma of Financial Planning
• Bachelor of Applied Finance and Commerce Actuarial Studies
• Kaplan Ethics and Professionalism in Finance Advice
• ASIC Financial Adviser Exam
• Kaplan SMSF accreditation

Memberships, accreditations and associations

• Member of the Financial Advice Association of Australia (FAAA)

Authorisations

• Sub-Authorised Representative No.1257045 of Evalesco Financial Services Pty Ltd

Areas of expertise

• Business Insurances
• Insurance Specialist
• Personal Insurances
• Risk Protection Specialist
• Buy Sell Insurance
• Key Person Insurance

“Thank you for the detailed advice you gave me, and the follow-up email. I feel reassured that you are looking after my best interested with regard to my relatively small nest egg!”

ANNA

CLIENT SINCE 2015

“Thanks for seeing us today, we really appreciate all the info and your expertise. So glad we follow your advice and we can see the rewards.”

RHONDA & DAVE

CLIENT SINCE 2011

“I feel so lucky to have you all on my side, thank you for your expertise, your professionalism, your trust and your friendship, I honestly can say, I never imagined finding a team like you all so thank you from the bottom and top and all the bits really, of my heart.”

MAZZ

CLIENT SINCE 2018