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Staff

Paul Grimes – Chief Executive
Paul Grimes
Paul Grimes has over 30 years of international experience in the financial services industry. He is the principal of his own company, providing training and consultancy services to the international financial services community and specialising in distribution strategy and management. He first qualified as a CFP® in Australia in the mid-90s. He has worked with institutions and clients in Australia, Europe, Middle East, Africa, Asia, and the US. He has studied and holds qualifications in financial planning, investment management, accountancy, and tax. He has also had a number of articles published in industry journals.

Terrie Kennedy – Executive Administrator

Terrie Kennedy
As Executive Administrator, Terrie is responsible for providing administrative assistance to the Chief Executive

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