

Paul Kehagias serves as the Director at Red Tree, where he has been a driving force since December 2017, leveraging over eight years of experience. Operating primarily in Geelong and Point Cook, Paul has a comprehensive background that underpins his leadership capabilities. In his current role, Paul is instrumental in guiding strategic initiatives and ensuring compliance and operational excellence. Before his tenure at Red Tree, Paul was a significant figure in financial planning, particularly during his time as Head of Compliance and Operations at Lifespan Financial Planning in Sydney. At Axies Financial, he demonstrated his adeptness in business to business negotiations and strategic development as both the Director and Chief Executive Officer. His leadership extended to managing expenditures and engaging with stakeholders, including shareholders and government authorities. His earlier career saw him contribute to Perpetual Limited as the Manager of Verification, Pre-settlement, Custodial Services, and Internal Services, where he focused on realigning processes and engaging stakeholders. At Bankwest, he played a pivotal role in centralising operations across the East Coast, enhancing contact and admin team efficiencies. Paul's experience in operations management was further honed at Challenger Limited, where he was responsible for trust administration and spearheaded projects like document imaging and client debit card systems. His national reach as the Development Manager at Synergy Capital Management involved servicing a vast network of financial advisers across Australia. In the initial stages of his career, Paul gained valuable experience at Aviva and the Bank of Melbourne, where he held roles that developed his expertise in loans management, customer service, and team leadership across various financial service areas. Paul's extensive experience across multiple financial institutions showcases a robust leadership profile, marked by strategic insight and operational expertise.
Head of Compliance and Operations
Lifespan Financial Planning
Feb 2026 - Present • 9 months
Director
Axies Financial
Feb 2018 - May 2020 • 2 years 3 months

Director
Red Tree
Dec 2017 - Present • 8 years 11 months
Chief Executive Officer
Feb 2013 - Feb 2018 • 5 years

Manager - Verification, Pre-settlement, Custodial Services, Internal Services
Perpetual Limited
Mar 2011 - Jun 2012 • 1 year 3 months

Manager Customer Services - East Coast
Bankwest
Jun 2008 - Feb 2011 • 2 years 8 months

Operations Manager
Challenger Limited
Dec 2005 - Mar 2008 • 2 years 3 months
National Development Manager
Synergy Capital Management
Jan 2004 - Nov 2005 • 1 year 10 months

Relationship Manager
Challenger Limited
Jan 2002 - Jan 2004 • 2 years
Team Leader
Aviva
Jan 1999 - Jan 2002 • 3 years

Loans Manager
Bank of Melbourne
Jan 1994 - Dec 1998 • 4 years 11 months
Last checked: 21 Jun 2026 • Checked with Victorian Legal Services