Paul speaks and writes on behavioual finance, financial decision-making, goals-based advice and the tension between regulation and good advice — usually taking the side of the adviser in the room.
Why self-regulation and genuine professional standing produce better client outcomes than another round of black-letter rules.
How beliefs, biases and heuristics shape the way me make financial decisions.
Why peak spending happens right before retirement — and what planners and clients need to do about it, years in advance.
Why holistic client data collection is a taught, learnable skill — and why most advisers were never actually taught it.
What behavioural finance gets right, what it overstates, and how to apply it without patronising your clients.
A practitioner's view on the Quality of Advice Review, FASEA's legacy, and what would actually grow the profession.
| Year | Topic | Audience | Format | Length |
|---|---|---|---|---|
| 2026 | AI's Challenge to Financial Advice — Why Goals-Based Advice Is Still Human | Financial Planning Standards Board Ireland | Webinar | 50 mins |
| 2026 | AI's Challenge to Financial Advice — Why Goals-Based Advice Is Still Human | CISI UK | Webinar | 50 mins |
| 2026 | Unveiling the Human Side of Financial Planning | CISI UK | Webinar | 150 mins |
| 2024 | The Psychology of Financial Planning | Financial Advice New Zealand | Workshop | 150 mins |
| 2024 | Behavioural Finance and Professional Financial Advice | Standard Life Ireland | Workshop | 50 mins |
| 2023 | Managing a 25 Year Financial Planning Relationship | Institute of Managed Account Professionals | Seminar | 50 mins |
| 2021 | Towards Professionalism | Profession of Independent Financial Advisers (PIFA) | Seminar | 120 mins |
| 2021 | Agent or Steward — the Financial Planner’s Dilemma | Colloquium of Superannuation Researchers, UNSW | Seminar | 50 mins |
| 2019 | Build Your Own Tech? Why! | Boutique Financial Planning Group | Lecture Series | 50 mins |
| 2018 | BAO3000 — Introduction to Financial Planning | Victoria University | Lecture Series | 12 weeks |
| 2018 | FPC003 — Superannuation and Retirement Planning Workshop | Kaplan Professional | Workshop | 180 mins |
| 2017 | What Were They Thinking? Understanding Client Biases and Beliefs | Association of Goals Based Advisers | Workshop | 50 mins |
| 2017 | Do Individuals’ Expectations About Asset Returns Produce Rational Financial Behaviours? | Colloquium of Superannuation Researchers, UNSW | Seminar | 50 mins |
| 2015 | To Unitise or Not to Unitise — That Is the Question for Retirees | SMSF Association Annual Conference | Seminar | 50 mins |
For conference panels, podcast interviews, press comment or contributed opinion pieces, get in touch with a short brief and Paul will let you know if it's a fit.
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