Paul Wise BCom
Paul Wise is the Founder, Director, and chief market analyst of Options21 and Momentum Investing. After 20 years of working in the finance industry as Market Analyst, Market dealer, Educator and Financial Advisor, his understanding of the global market is second to none, and he is keen to share his knowledge and skills as a financial market educator!
Paul’s working career started on a different, more nature bound track, until the recession of the early 90’s gave him the final push to return to university and complete a Bachelor of Commerce, with majors in business management and marketing. From there life took him into the finance industry as a registered representative of the Sydney Futures Exchange, then onwards to his own broking firm. From here it didn’t take long to discover his passion for teaching and changed direction towards financial market educator. The most recent addition to his qualifications is his accreditation as Certified Market Technician by the “Market Technician Association” (New York, USA).
Paul’s approach to market analysis stands out – there is no question about it! He doesn’t limit himself to just technical or just quantitative analysis. He has a foot in each camp and his hands on the market pulse, combines this with his extensive experience and smart software, and that makes him the perfect coach to help an average investor or SMSF manager develop a winning strategic investment plan, or implement complex trading strategies using derivative products!
Paul is based in Perth, Western Australia and should his computer be sitting idle, you will either find him tending to his garden, having a cooking competition with his family, or out on the water as race officer with the junior sailors of the local yacht club.
- Bachelor of Commence (Curtin University) with majors in business management and marketing.
- Registered Representative Status - Sydney Futures Exchange
- RG 146 Licensing Training of Financial Product Advisors - Diploma of financial markets (Tier 1 and Tier 2).
- Australian Financial Services License (AFSL) #247412.
Momentum Investing provides education and software for share market investors and operates under the Australian Financial Services License (AFSL) Number 247412.
The Momentum Investing education services are aimed at coaching any level investor to a professional level. Our proprietary momentum investment methodology uses a documented specific approach to the analysis, execution and management of a stock portfolio, suitable for both Australian and US markets. Our approach brings together elements of psychology, technical and quantitative analysis. In addition students understand risk adjusted returns, calculation of time weighted returns and when and how to hedge their portfolio.
This body of study goes well beyond what many new participants perceive portfolio construction and management to be. The Momentum Investment Course is delivered via a cloud hosted online platform. We encourage our clients to make us accountable for the quality of the methodology taught and integration of the strategy into our students investing. We desire a long term relationship even after the course is complete to make sure individual portfolios are maximizing their potential. The course culminates in building an actual stock portfolio that can be utilized by the student in real time.
The objective of the Momentum Investment Course is to ensure self directed investors implement a structured method of stock market analysis and have the experience to manage their portfolios as time moves forward. The course contains a number of topics which individually are important stand-alone information. Combined, the individual topics form a blueprint for investment. They represent a process which develops you into a disciplined investor and which contains all the elements required for successful investment decision making.