Paragon Wealth ManagementPaul Trinick
Paul Trinick has spent more than 35 years in finance, including 17 years with a major Australian bank in roles as Senior Business Financial Planner, Financial Planning Team Leader and Business Banking Manager, working closely with rural and small business clients. He first registered as a financial planner in 2000 and is a founding director of Paragon Wealth Management, established in 2007. Paul has a particular affinity for small business and agricultural clients, and focuses on the more involved planning work these clients typically need.
Paul holds an Advanced Diploma of Financial Planning, and has been an SMSF Specialist Adviser since 2011, as well as an ASX Accredited Listed Product Adviser. He advises on superannuation, investments and securities, and takes genuine enjoyment in constructing and managing investment portfolios built around each client.
Paragon Wealth ManagementStephen Morfesse
Stephen 'Steve' Morfesse chose financial planning over accounting for a simple reason: he wanted to work with people, not just numbers. After completing an accounting degree at RMIT in 2007, he joined Paragon Wealth Management as a paraplanner in 2008, built his technical foundations from the inside, completed his Advanced Diploma of Financial Planning in 2018, and has been a registered financial planner since that year.
Steve works with individuals and families across Melbourne and wider Victoria, and believes clearer finances help clients feel more in control. He advises on superannuation, investments, insurance and managed investment schemes, with a focus on keeping advice simple, clear and genuinely useful.