About

Concord means, agreement or harmony between people or groups.

Are you;

  • Supporting a family or,
  • In your 30 – 40’s or,
  • Approaching retirement without a plan

Then we want to work with you to make smarter money choices and get ahead earlier.

We are committed to simplifying the complex and making a valuable impact on our clients’ lives.

Very few people are actually taught to deal effectively with money. How can you plan for anything, when you’re not sure what you are doing is right in the first place – this creates stress and uncertainty, and is where the benefits of Advice come in to play…

Most people can benefit from advice in one way or another – whether you want to take an active interest in your Financial affairs, by educating yourself, or whether your prefer the hands off approach, where you know you can have someone look after the finances for you.

About Paul Harrison

Paul is a qualified financial adviser who has been in the financial services industry since 2006.  Prior to establishing Concord Private Wealth Paul held an advisory role with a boutique financial planning firm in Perth helping create strategies for clients to protect their assets and achieve their financial goals

After completing a Bachelor of Commerce degree majoring in Finance and Strategic Economic Analysis, Paul sought a career in the financial services industry and has since completed both a Diploma and Advanced Diploma in Financial Services to help navigate people through the different stages of their financial life.

Paul is a Tax (Financial) Adviser and member of the Association of Financial Advisers (AFA)

Q: What motivates you in business?A: To help my clients make good financial decisions, and see the impact on their lives. Being self employed also means I get extra flexibility to be able to spend more time with family & friends, so that’s a positive too.  

Q: Describe your personality:A: Easy going, friendly and focused, easy to talk to – no jargon.

Q: What are your favourite past times?A: Anything sport – cricket, football, fishing, spending time with family & friends, cooking, home brewing.