paul forbes

Paul Forbes

GAICD, Grad Dip Ec., B.Bus (Mgt), Dip FP.

Paul is the RFS Advice  Chief Executive Officer as well as CEO of our license – Australian Advice Network (AAN).

Through his career Paul has held executive roles with Professional Investment Services, Guardian Financial Planning (a wholly owned subsidary of Asteron), IOOF, Macquarie Bank and ANZ Bank.

In 2018, Paul was awarded the Independent Financial Advisers, ‘Dealer Executive of the Year’ and guided our license, AAN to be recognised as ‘Best New License’  for 2016.

Paul and the team also took RFS to the podium for ‘Practice of the Year’ in the prestigious Australian Financial Adviser (AFA) awards in both 2014 and 2015.

‘When I started in the industry in 1985, Financial Services was simply the marketing of Life Insurance Products with the dominant players being AMP and National Mutual. What Australia has now is one of the best ‘advice’ models in the world but it can be better. At RFS we have already lifted the education bar far above industry standards and our clients can be confident that their adviser has both the education and life experience necessary to meet their advice needs.’

The advantage the clients of RFS have with Paul in the business is someone who has a broad and deep knowledge of the industry and how it works, which means he can get things done. He also has a good understanding of what clients want from their adviser and is dedicated to ensuring RFS is meeting or exceeding those expectations.

‘At RFS we are very cognizant and humbled by the trust clients are placing in us to look after their financial affairs and we are determined to make a meaningful positive difference in their lives. The first step is building the plan but the part we want to commit to, is making sure our clients live that plan to achieve the success they deserve’.

Paul’s formal qualifications are listed above, however he and the group are continually looking to further their training through both structured and industry based education.

Paul is a Sub Authorised Representative (#402948) of RFS Advice, Corporate Authorised Representative (#402849) of Australian Advice Network Pty Ltd.

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