Our Deliverables Team
Principal Wealth Advisor
Principal Wealth Adviser
Paul is a Principal Wealth Advisor with over 25 years experience in accounting, finance and financial planning. He established Landmark in 2003 with the vision of creating an advice firm that delivered significant value and real peace of mind to a select group of clients, seeking an ongoing relationship with a trusted adviser.
Paul’s qualifications include a Bachelor of Business, Certified Practising Accountant (CPA) Financial Planning Specialist, Certified Financial Planner (CFP) and SMSF Specialist Advisor. Paul was named in the AFR Smart Investor magazine’s Top 50 Financial Planners for 2009, 2010, 2011 and 2012 and was the National winner in the Financial Planning Association Value of Advice Awards for 2009 in the category of Pre-Retirement Planning.
Client Advice Team
We have a highly-experienced Client Advice team who are responsible for providing assistance to our clients with all advice related concerns and questions. They work closely and collaboratively with Paul Little to develop the most effective solutions for our client’s financial need.
Paul commenced his Financial Planning career at Landmark as a Client Service Manager in 2007. After years of employment in other firms, working in various roles, Paul has returned to contribute his knowledge in our Advice team. Paul also has a Bachelor of Business majoring in economics and an Advanced Diploma of Financial Planning.
Client Service Team
Our dedicated Client Service team is responsible for implementing your strategy and assisting with any administration questions and issues you have. This ensures that you will always be able to have any issues addressed quickly, with efficient and friendly service from people who intimately understand you and your situation.
Maria is a highly-experienced and dedicated Client Service Officer with over 15 years of work in the industry. She is passionate about providing quality customer service and continuous support.
Yulia graduated in 2015 from Griffith University with a Bachelor of Commerce, majoring in financial planning and economics. During her studies, she received a Griffith University Academic Excellence award, as well as being titled the 2016 ‘Student of the Year’ by Pearson Australia.
Our Licensee – Apogee
Apogee provides us with a license to provide advice, as well as prudential support for our clients. As a subsidiary of the National Australia Bank Group of companies, Apogee provides us and our clients with the resources and financial backing needed to delivering a trusted, ongoing advice relationship. Most importantly, our relationship with Apogee is completely at arms length and we have no incentive or requirement to use National Australia Bank or related company products over any others.
We pay a fee to use Apogee’s license and services and this gives us and our clients access to the resources and backing a major financial institution as well as the freedom to build a financial strategy specifically tailored to your values and goals.
Technical and Investment Expertise – ThreeSixty
ThreeSixty supports us with business management services so that we can focus on doing what we do best – working closely with our clients.
ThreeSixty provides us with support in many areas including:
- Research on investments, markets and insurance products
- Research on legislative and technical issues
- Ongoing education and Training to keep us at the cutting edge of planning strategies
- IT solutions to enable us to deliver efficient, high quality service to our clients
- Ongoing compliance assistance and audits
Like Apogee, ThreeSixty offers the strength and resources of being a subsidiary of the National Australia Bank Group of companies.
Network of Professional Experts
We are happy to work with your preferred specialists in the following areas or we can recommend some exceptional firms within our partner network.
- Legal and Estate Planning
- Tax and Accounting
- Banking and Debt solutions