PAUL GARNER

Paul Garner

About

Novo Wealth founder Paul Garner is a Certified Financial Planner® Professional with excellent credentials and high level experience from his time at a ‘big 4’ Australian bank and boutique planning practice.  Wanting to move beyond this [corporate] environment and offer clients more, he started Novo to deliver genuinely tailored wealth advisory services, with a strong focus on responsible investing.  Paul is also a ‘real person’ – a husband, dad, musician, footy-lover – who realised ethical investment needed greater recognition – and to be seen as more than an afterthought or token gesture in 21st century financial planning, given the world his [and everyone else’s] kids were growing up in. Novo [meaning to change, reinvent, refresh in Latin] prioritises its product and sector selection around responsible investing with carefully and individually structured planning.  Novo understands that each client’s position and lifestyle is different, be they just starting out, or looking for a kick along as they near retirement.  Every client is listened to and Novo will canvass a broad range of investment opportunities and insurance options to create a portfolio to suit.  Novo will design each client a specialised program to build wealth, protect that wealth and enable that wealth to potentially ‘go on giving’ indefinitely. High quality responsible investing encourages great corporate behaviour and outcomes that benefit people and our planet – without compromising wealth creation and performance.  Truly a win-win-win-win…..

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2013

Qualifications:

  • Certified Financial Planner
  • Master of International Studies
  • Graduate Diploma in Commerce
  • Bachelor of Management
  • Advances Diploma of Financial Services (Financial Planning)

Financial Adviser Since:

2007

Providing Responsible Investment Advice Since:

2010

  • SMSF
  • Retirement Planning
  • Personal insurances
  • Debt and cash-flow management

 

  • AMP Capital Sustainable Share Fund
  • AMP Capital Responsible Investment Leaders International Share Fund
  • AMP Capital Responsible Investment Leaders Balanced Fund
  • Australian Ethical Balanced Trust
  • BT Ethical Share Fund
  • Hunter Hall Australian Value Trust
  • Hunter Hall Global Ethical Trust
  • Hunter Hall Value Growth Trust

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Paul Garner

Email:Paul Garner

Phone:08 8363 8810

Website: novowealth.com.au

Address: 19 Rundle St, Kent Town South Australia 5067