Paul Huggins
Financial Planning and Property Investment Leader:
Paul Huggins is recognized as one of Australia's true leaders in the field of financial advice and investing. With over 24 years in the industry he has held senior roles with Commonwealth Bank, MLC and now ANZ.
He also has vast and varied experience in the Property market, encompassing property development, land sub-divisions and residential construction, both overseas and in Australia. His projects reflect a keen sense of industry knowledge and commitment to exceptionally high standards. He has designed and built over 640 apartment in primarily Melbourne Victoria.
Expertise and experience:
Paul Huggins has worked in the financial services industry as a financial adviser since 1988. He outsourced back office operations to ANZ in October 2004 and commenced the expansion of distribution channels in 2004.
Paul Huggins owns and is Director of The Lateral Group, being three financial planning practices in the Eastern suburbs of Melbourne, a Legal practice, controlling an equity stake in over 17 Accountancy firms with options to purchase 100% over the next 4 years. This will consist of more than 125,000 tax returns lodged on behalf of his clients.
The financial planning offices are based in Mt Waverley (incorporating the previous Blackburn office) and Knox City Victoria with over 8100 clients and in excess of 1.75 billion of funds under management.