Experience

Findex

• Australia
• Financial Services
• 700 & Above Employee

• Partner - Risk Insurance

  • Jul 2019 - Present

  Risk & Corporate Benefits

• Life Insurance Specialist

  • Feb 2016 - Present

  Providing Australian legal, medical, professional executives, expatriates and business owners with specialised personal life insurance solutions.Working hand in hand with each client's trusted adviser, I help structure certainty in clients personal and business lives by creating financial continuity in the unfortunate event of ill health, injury or premature death.

• Head of Risk Insurance & Corporate Benefits - Australia & New Zealand

  • Jan 2020 - May 2022

  Responsible for the risk insurance advice & corporate benefits business in Australia & New Zealand.

• Acting Head of Corporate Benefits

  • Aug 2018 - Dec 2019

• Head of Risk Insurance South & West Regions

  • Oct 2017 - Dec 2019

  Responsible for the risk insurance advisers in Victoria, Tasmania, South Australia & Western Australia accross the Findex Brands (Centric Wealth, Financial Index Wealth Accountants, Prescott's Securities & Crowe Horwath).

• Associate Partner

  • Jul 2018 - Jun 2019



Imperium Capital International

• Indonesia
• Financial Services
• 1 - 100 Employee

• Senior Financial Advisor

  • May 2012 - May 2022

  I assist expatriates living in S.E. Asia and further afield, providing a holistic approach to their financial planning which includes both their domestic and international circumstances. I provide my service offering on being globally mobile, just as my clients are, assisting in a range of services from: - Tax Minimisation - Wealth Protection - Lifestyle Planning - Offshore Banking - Estate Planning/Malaysian Wills - Retirement Planning - Wealth Creation - Wealth Management - Personal Risk Insurance - Financing - Budgeting



Australian Expatriate Services P/L

• Senior Financial Advisor

  • Jul 2014 - Jan 2016

  Taking control of your financial future is a fundamental motivator for many Australian expat's when taking the plunge and moving overseas. However, with the plunge comes the high demands of work and more often than not the financial planning is put in the too hard basket. Your advisor back home may not fully understand your needs offshore and conversely adviser's offshore don't understand your needs back home. It doesn't need to be this way anymore. Australian Expatriate Services Pty Ltd has been established to fulfil this void. As a specialist expat Australian financial advisory service, we provide full Australian based financial advice on the following: • Superannuation • Wealth Accumulation Strategies • Personal Risk Insurance • Pre-Retirement Strategies • Managed Investments and Securities • Direct Property • Transition to Retirement Strategies • Estate Planning • Debt Management • And much much more…. Australian Expatriate Services Pty Ltd is a fee for service advisory practice with a range of service and review offerings to meet your personal needs and budget with a primary goal to continue to provide the same level of customer focused advice and service, working together to build to help you achieve your financial goals. To arrange an obligation free one hour review meeting of your Australian affairs please contact me on paul.milbourne@australiaexpat.com.au or +6014 644 3062. We are confident that it will be an hour well spent that will generate many ideas on how to save you money, build and protect your wealth.



Three Sixty Financial Inc

• Malaysia
• Financial Services
• 1 - 100 Employee

• Senior Financial Planner

  • May 2008 - May 2012

  I specialise working with expatriates based in Malaysia, Vietnam and S.E. Asia to maximise their financial opportunities while working offshore. Assisting clients in a range of services including: - Tax minimisation - Offshore Banking - Estate Planning/Malaysian Wills - Retirement Planning - Wealth Creation - Wealth Management - Personal Risk Insurance - Financing - Budgeting I specialise working with expatriates based in Malaysia, Vietnam and S.E. Asia to maximise their financial opportunities while working offshore. Assisting clients in a range of services including: - Tax minimisation - Offshore Banking - Estate Planning/Malaysian Wills - Retirement Planning - Wealth Creation - Wealth Management - Personal Risk Insurance - Financing - Budgeting



TaxBiz Australia

• Associate Adviser/Para Planner

  • Sep 2005 - May 2008

  Working closely with the principle Financial Planner to develop tax effective financial strategies for HNW individuals and small/medium business owners specialising in: - Tax minimisation - Retirement Planning - SMSF - Wealth Creation - Wealth Management - Transition to Retirement - Business Sucession Planning - Personal Risk Insurance - Financing - Budgeting Working closely with the principle Financial Planner to develop tax effective financial strategies for HNW individuals and small/medium business owners specialising in: - Tax minimisation - Retirement Planning - SMSF - Wealth Creation - Wealth Management - Transition to Retirement - Business Sucession Planning - Personal Risk Insurance - Financing - Budgeting



AMP

• Australia
• Financial Services
• 700 & Above Employee

• Senior Superannuation Consultant

  • Jan 2001 - Sep 2005

  A superannuation expert in AMP's major superannuation product I provided high level assistance to the product manager, legal department, Trustees and liased between all business units on varying product, legislative and tax issues. This all encompasing role ensured I had intimate knowledge of the product as well as insurances, taxation, superannuation legislation and investments. I was also a key contact point for all customer service staff and financial advisers with high level enquiries. This job role also included conflict resolution between customers, financial advisers and relevant industry bodies.