MEET THE TEAM

Innovus advice wollongong illawarra financial planner financial adviser corporate accountant auditor paul wright best financial planner in wollongong

Paul Wright

Founder, Managing Director and principal Adviser here at Innovus Advice Solutions, Paul is passionate about helping people. With 30 years’ experience, he is a Chartered Accountant, a CPA, a financial adviser, and most importantly a father, a husband and a rock and roll enthusiast.

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Cindy Napier

Cindy is our Advice Coordinator and began her journey with us in April 2016.  Cindy likes to think of herself as the all-rounder, assisting Jen with the administration and implementation process.  She also helps guide Paul through the advice process with a specific interest in Superannuation.

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Innovus advice wollongong illawarra financial planner financial adviser corporate accountant auditor alan dunn best financial planner in wollongong

Allan Dunn

Allan is the latest addition to the Innovus Advice financial planning team. With over 25 years of Financial Planning experience and a passion for helping his clients, we are sure you will all be seeing much more of Allan.

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Kylie Kurtelova

Kylie has been a part of the Innovus Team as our Senior Paraplanner since August 2015.  Kylie has been in the financial planning industry for 9 years.  She helps Paul through the advice process, strategies, compliance, and the production of the advice documents.

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Innovus advice wollongong illawarra financial planner financial adviser corporate accountant auditor david liang best accountant in wollongong

David Liang

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Leisa Hornsey

Leisa has a hand in everything that we do. She comes to us with 10 years’ experience in the Financial Services Industry. She has a strong attention to detail and will ensure that the office remains organised and on track.

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I didn’t know where to start, I just knew I needed to do something. Paul and the team at Innovus advice were great and explained everything to me so I had a better idea of what my future could look like. It gave me great peace of mind.

– Melissa, Single No Kids

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THE WRIGHT ADVICE

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

Financial Advice for Transitioning to Retirement

| Advice, Retirement | No Comments
I have been a financial planner and advising clients for the better part of 30 years. From that experience, I know that the transition to retirement is one of the most daunting times that clients are faced with. You will…

Property Investing 101

| Investments, Uncategorized | No Comments
As financial planners, we are able to - and do - discuss property as an asset class. We have chosen not to advise our clients on the merits of a specific or individual property, tending to access property as part…

What If We Could Predict The Future?

| Advice, Uncategorized | No Comments
At times like these, it is tempting to seek a secure prediction of the future, after all, we have been living through uncertain times for most of the last year or so, from floods to fire, back to floods and…
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WHAT HAPPENS WHEN YOU WORK WITH INNOVUS

INITIAL ENQUIRY

Send us an email and one of our team will be in touch to introduce ourselves and to find out how we can best help you.

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GETTING TO
KNOW YOU

Let’s sit down and have a coffee and talk about what you want to achieve and how we can help.

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FILLING THE GAPS

Time to get serious and collect some hard data so we can get to work

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IT'S SHOWTIME!

Now it’s time to show you what we have done and to explain how our recommendations will work for you

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WELCOME TO
THE FAMILY

Now that’s a wrap! You are officially part of the Innovus family. We need to decide on ongoing services, so the party ain’t over yet!

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