Page 13 - Paul Messerschmidt - PSK Financial Services FSCG

Our Financial Advisers and Credit Advisers

About Paul Messerschmidt

Experience Paul started in the Financial Services Industry in 1995
and commenced his career as a Financial Adviser in
2003. He is an expert in the areas of investment and
wealth creation, wealth management, superannuation,
retirement planning, aged care, tax planning and estate
planning, along with personal insurance. Paul realises
the importance of understanding his clients’ goals and
objectives, and his main focus is to provide
high quality advice that enables his clients to achieve
greater financial outcomes, clarity and peace of mind.
A testament to Paul’s honest, friendly and caring
approach is the longstanding relationships he has with
his clients, which are based on trust and clear
communication, while always providing unbiased
advice that is in his clients’ best interest.
Authorised representative number 276809
Credit representative number 372286

Qualifications (Finance related)
Diploma of Financial Advising
Graduate Certificate in Financial Planning
Master of Financial Planning
Professional memberships

FPA - Financial Planning Association
Professional designations
Financial Planner AFP (FPA)

The advice and services I can provide
I am authorised to provide all the services listed in the Our advice and services section of this
guide.
I am also a Credit Representative of Charter and am authorised to provide Strategic debt advice
regarding how to structure debt, suitability of existing loan structures and repayment options. I am
not authorised to provide credit assistance. If you require advice involving mortgages or other
lending products, I can refer you to an Accredited Mortgage Consultant.

How I am paid

As a partner with PSK operating a joint venture, I own a 47.69% interest in my Joint Venture with
PSK Financial Services Group Pty Ltd owning 52.31%.
I am paid a distribution of revenue and profit based on my ownership in the Joint Venture.

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