Paul Mercer

Meet Paul Mercer, also known affectionately as Merce, our Wealth Protection Adviser in Port Macquarie. Outside of the financial realm, you’ll find Paul pumping iron at the gym or basking in the tropical beauty of Fiji, his favourite travel destination.

Married to Lee, Paul is a proud father of two and a devoted pet parent to three dogs – Bonnie, Billy, and Derek, as well as three cats – Millie, Ragnar, and Sabbath. When he’s not cheering for the Newcastle Knights, Paul channels his passion into supporting causes close to his heart, particularly mental illness awareness. You might also find him making a difference with other CAPM staff in Port Macquarie through volunteer work.

With a wealth of experience spanning over 20 years, Paul’s career has seen highs and lows, but he finds deep satisfaction in helping clients navigate their financial journeys. His unique perspective, honed through various roles including financial adviser and paraplanner, sets him apart. Completing his Master’s degree stands as a testament to his dedication to professional growth.

Paul’s empathy, coupled with a consistent approach to providing sound advice, makes him a trusted ally for clients seeking financial clarity. He excels in simplifying complex concepts and is often praised for his friendly demeanour. For Paul, the ultimate goal is to enhance the reputation of the financial industry by upholding ethical standards and providing top-notch service.

Whether it’s securing an insurance claim for a client or simply being a reliable guide, Paul Mercer is dedicated to making a positive impact, one client at a time. If you’re ready to embark on your financial journey with someone who truly cares, Paul is the adviser you can trust.