Capita Wealth Advice, led by Paul Atkin MFinPlan, is a reputable financial advisory firm based in Kurri Kurri, NSW. As an Authorised Representative of InterPrac Financial Planning Pty Ltd, Capita Wealth Advice offers a comprehensive range of financial advice services to its clients. With over 15 years of experience in the industry, Paul Atkin brings a wealth of expertise and technical knowledge to help clients take control of their finances.
Paul Atkin’s background in management and training financial advisors, coupled with his recent completion of a Master of Financial Planning from Griffith University, underscores the firm’s commitment to staying abreast of current legislation and investment trends. The firm’s philosophy revolves around empowering clients with the right tools and insights to make informed financial decisions. Paul’s dedication to excellence is further exemplified by his recognition with the prestigious Award for Academic Excellence.
Capita Wealth Advice prides itself on delivering personalized financial solutions tailored to each client’s unique needs and goals. With a focus on professionalism and integrity, the firm aims to build long-lasting relationships based on trust and transparency. As a Justice of the Peace since 2005, Paul Atkin and his team at Capita Wealth Advice are dedicated to providing top-notch financial advice and guidance to help clients secure their financial future.