Meet Paul Swinson.
A steady hand, a thoughtful mentor and someone who believes strong relationships shape great outcomes.
Paul Swinson
Team Linea - Advisory
BFA, AdvDipFinPlan
Paul brings more than three decades of leadership and financial services experience across Australia, New Zealand and Asia.
Qualifications & Professional Memberships
Bachelor of Fine Art - Curtin University
Advanced Diploma Financial Planing – Kaplan
Diploma Financial Planning – Kaplan
“Learning keeps judgement sharp and ensures every decision is grounded in skill, not assumption.”
What Guides My Work.
“Strong teams, disciplined investing and doing things the right way guide every decision I make.”
I’m driven by building strong, capable teams. Creating an environment where people feel supported, accountable and able to do their best work is central to how I lead. Clear direction, open communication and a focus on shared outcomes keep us moving in the same direction.
I’m committed to disciplined investment management. Sound research, practical judgement and a steady approach help ensure clients receive strategies that are well-constructed, purposeful and aligned with their long-term goals.
I place high importance on compliance. Strong frameworks protect clients, support advisers and build trust in the advice process. For me, doing things the right way is the foundation of a business that delivers consistent, high-quality outcomes.
My Career Journey.
My career in financial services began in the mid 1980s, when I stepped into a leadership role as Sales Manager with Colonial Mutual Life. Preceded through the ranks and became the Champion Sales Manager for 5 years. Those years laid the foundations for how I lead teams, support advisers and build strong client-focused outcomes.
In 1996, I moved to New Zealand to take up the Regional Manager role at Colonial New Zealand, before expanding my experience internationally. From 1997 to 1999, I served as Sales and Marketing Director at Astra CMG in Indonesia, followed by three years as Director of Bao Ming CMG Life in Vietnam. These roles deepened my understanding of diverse markets, cultural leadership and scalable distribution.
Returning to Australia in 2002, I became Managing Director of Integrated Planning, guiding the business through five years of growth before joining Commonwealth Financial Planning. I spent seven years with CFP across senior leadership roles, including Executive Manager and Financial Planning Manager, supporting advisers, strengthening advice capability and driving consistent client outcomes.
Outside of Work.
Outside the office, Paul spends his time on a few long-standing interests. He plays golf, not especially well, but always with enthusiasm. He enjoys collecting Australian Indigenous art and makes time to travel whenever he can. Much of that travel is spent visiting his kids in New York and Auckland and spending time with his grandchildren, moments he values most.