Need Financial Advice in Perth?
We have listed the 10 best Perth Financial Planners
It’s time to get the best financial planners in Australia on YOUR side!
ipac Western Australia has just won the Financial Planning Association’s National Professional Practice of the Year Award.
For a no obligation discussion about achieving your financial dreams contact Patrick Canion and the team at ipac WA.
Get their world-class, award-winning team working for you TODAY!
www.ipacwa.com.au
ipac Western Australia has just won the Financial Planning Association’s National Professional Practice of the Year Award.
For a no obligation discussion about achieving your financial dreams contact Patrick Canion and the team at ipac WA.
Get their world-class, award-winning team working for you TODAY!
www.ipacwa.com.au
Patrick Canion – ipac Western Australia
Patrick sees that his job is to make people’s lives better – regardless of whether they are a millionaire or just starting out. As a CERTIFIED FINANCIAL PLANNER and CEO of ipac WA, he and his team do this by first understanding the story of your life. They believe that ‘not everything that counts can be counted’ – a good financial plan needs to understand the person you are, not just the money you have.
Their approach works – ipac WA have just been announced as the national Professional Practice of the Year by the FPA, beating over 300 other Professional Practices for this coveted award. ipac WA team members have also won FPA Value of Advice awards, State Adviser of the Year Awards and were voted WA’s leading financial planning practice for 3 years in a row by IFA magazine. Patrick is regularly quoted in the media for his expertise which stems from nearly 30 years in financial services. You can find his personal website here.
As well as being a Certified Financial Planner, Patrick has a Masters degree in Applied Finance and Investment. He is a former national director of the Financial Planning Association. In this role, he has championed the removal of commission from investment advice. He is a past and current judge of the FPA’s Financial Planner of the Year Awards. He is a director of the Future2 Foundation, a charity that helps disadvantaged youth get a second chance in life. Additionally, Patrick has authored a number of Expert Witness reports for the Supreme Court of WA.
“Every single person is an individual no matter what they might outwardly manifest – ultimately they are all as worthy, valuable and as important as I am. I always ask myself would I be happy receiving that financial advice? That’s the interconnectedness I am trying to achieve in this profession. I always put myself in the place of my client and it seems to be working.”
Office
55 Salvado Road Subiaco WA 6008
Contact: Patrick Canion and his team
Patrick sees that his job is to make people’s lives better – regardless of whether they are a millionaire or just starting out. As a CERTIFIED FINANCIAL PLANNER and CEO of ipac WA, he and his team do this by first understanding the story of your life. They believe that ‘not everything that counts can be counted’ – a good financial plan needs to understand the person you are, not just the money you have.
Their approach works – ipac WA have just been announced as the national Professional Practice of the Year by the FPA, beating over 300 other Professional Practices for this coveted award. ipac WA team members have also won FPA Value of Advice awards, State Adviser of the Year Awards and were voted WA’s leading financial planning practice for 3 years in a row by IFA magazine. Patrick is regularly quoted in the media for his expertise which stems from nearly 30 years in financial services. You can find his personal website here.
As well as being a Certified Financial Planner, Patrick has a Masters degree in Applied Finance and Investment. He is a former national director of the Financial Planning Association. In this role, he has championed the removal of commission from investment advice. He is a past and current judge of the FPA’s Financial Planner of the Year Awards. He is a director of the Future2 Foundation, a charity that helps disadvantaged youth get a second chance in life. Additionally, Patrick has authored a number of Expert Witness reports for the Supreme Court of WA.
“Every single person is an individual no matter what they might outwardly manifest – ultimately they are all as worthy, valuable and as important as I am. I always ask myself would I be happy receiving that financial advice? That’s the interconnectedness I am trying to achieve in this profession. I always put myself in the place of my client and it seems to be working.”
Office
55 Salvado Road Subiaco WA 6008
Contact: Patrick Canion and his team
Rob Pyne – HPH Solutions
Rob Pyne is a CERTIFIED FINANCIAL PLANNER® professional (CFP®) and has a Bachelor of Science and a Graduate Diploma in Financial Planning. Rob was awarded the CERTIFIED FINANCIAL PLANNER® Professional Best Practice Award for WA in 2012 and has been recognised as a member of the “Masterclass for Financial Planning” in 2007, 2008 and 2009 as voted by The Australian Financial Review Smart Investor. Rob was also awarded the KPMG Prize for Superannuation and Funds Management with the Securities Institute of Australia in 1998.
Rob is a member of the Financial Planning Association (FPA).Rob helps people make smart choices with their money so they have the highest probability of achieving their goals. He does this by helping them get financially organised and keeping it that way. Rob is a Director of HPH Financial Planning Limited, AFS Licence No. 337755.
Interests:
AFL (Eagles supporter) and keeping up with his young family.
Office
123 Melville Parade (cnr Eric St), Como WA 6152
Contact: Rob Pyne
Rob Pyne is a CERTIFIED FINANCIAL PLANNER® professional (CFP®) and has a Bachelor of Science and a Graduate Diploma in Financial Planning. Rob was awarded the CERTIFIED FINANCIAL PLANNER® Professional Best Practice Award for WA in 2012 and has been recognised as a member of the “Masterclass for Financial Planning” in 2007, 2008 and 2009 as voted by The Australian Financial Review Smart Investor. Rob was also awarded the KPMG Prize for Superannuation and Funds Management with the Securities Institute of Australia in 1998.
Rob is a member of the Financial Planning Association (FPA).Rob helps people make smart choices with their money so they have the highest probability of achieving their goals. He does this by helping them get financially organised and keeping it that way. Rob is a Director of HPH Financial Planning Limited, AFS Licence No. 337755.
Interests:
AFL (Eagles supporter) and keeping up with his young family.
Office
123 Melville Parade (cnr Eric St), Como WA 6152
Contact: Rob Pyne
Ashley Tindall - HPH Solutions
As a Director and Private Client Adviser at HPH Solutions, Ashley is looking to have meaningful conversations with families and business owners to help them make better financial decisions. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and member of the Financial Planning Association (FPA), with a Masters in Financial Planning and Bachelor of Business (international business and management) and is focused on solving complex financial problems through structure and strategy on areas including investment, debt and cash flow planning, superannuation, retirement, insurance and estate planning.
As a finalist in the 2015 FPA Professional of the Year Awards, he has been recognised for his commitment to living the ‘client-first’ principle and as a role model within the financial planning profession.
On a personal note, Ashley is a keen tennis player and spends his time working on his game and sharing experiences with family and friends.
Client Endorsements
“I am pleased to have the chance of recommending Ashley. I cannot speak highly enough of him. He is a delight to interact with; clearly explaining complicated matters and tailoring his advice to my circumstances; reacting very speedily to any request or enquiry that I have had. My retirement would be far less comfortable without his ongoing support and advice.” Rob, 65+
“I’ve found Ashley extremely professional in his approach and yet always remains so personable. He is genuinely interested in you as a client giving advice to maximise your investments. would whole heartedly recommend this young man to my family and friends.” Christine, 46-55
“Ashley definitely understands our needs and does a great job keeping us focus on our goals. We’ve achieved more than we thought possible in the first six months of meeting him and are about to buy our dream home!” Kimberley, <35
Office
123 Melville Parade (cnr Eric St), Como WA 6152
Contact: Ashley Tindall
As a Director and Private Client Adviser at HPH Solutions, Ashley is looking to have meaningful conversations with families and business owners to help them make better financial decisions. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and member of the Financial Planning Association (FPA), with a Masters in Financial Planning and Bachelor of Business (international business and management) and is focused on solving complex financial problems through structure and strategy on areas including investment, debt and cash flow planning, superannuation, retirement, insurance and estate planning.
As a finalist in the 2015 FPA Professional of the Year Awards, he has been recognised for his commitment to living the ‘client-first’ principle and as a role model within the financial planning profession.
On a personal note, Ashley is a keen tennis player and spends his time working on his game and sharing experiences with family and friends.
Client Endorsements
“I am pleased to have the chance of recommending Ashley. I cannot speak highly enough of him. He is a delight to interact with; clearly explaining complicated matters and tailoring his advice to my circumstances; reacting very speedily to any request or enquiry that I have had. My retirement would be far less comfortable without his ongoing support and advice.” Rob, 65+
“I’ve found Ashley extremely professional in his approach and yet always remains so personable. He is genuinely interested in you as a client giving advice to maximise your investments. would whole heartedly recommend this young man to my family and friends.” Christine, 46-55
“Ashley definitely understands our needs and does a great job keeping us focus on our goals. We’ve achieved more than we thought possible in the first six months of meeting him and are about to buy our dream home!” Kimberley, <35
Office
123 Melville Parade (cnr Eric St), Como WA 6152
Contact: Ashley Tindall
Yves Schoof – Affluence Private Wealth
Yves is a highly experienced and well-regarded Financial Adviser who works with professionals and business owners. He has developed a particular expertise in working with Surgeons, Medical Specialists and Dentists, and is Australia’s leading medical financial planning specialist.
Yves is passionate about building long-term relationships with his clients and helping them achieve their goals. He prides himself on his strong technical background, but is equally skilled in helping clients manage their financial behaviours.
Yves’ dedication to his clients and his work can be witnessed in the recognition that he has received over the years from various sources.
In 2017 was shortlisted by ifa Magazine as Australia's Best Client Service adviser.
AFR Smart Investor Masterclass For Financial Planning recognised Yves for being the number 2 Financial Adviser in Australia in 2013, and he was also in the ‘Top 10 Financial Advisers’ in 2010 and in 2012.
In 2008, Yves had the outstanding achievement of receiving the National Dux award for his FINSIA studies in Financial Planning. In September 2013 Yves was named as the runner up for Western Australia in the 2013 CERTIFIED FINANCIAL PLANNER® PROFESSIONAL BEST PRACTICE AWARD.
Yves has also been nominated for the WA 40 under 40 award twice.
He has been working in the financial services industry for over 16 years, including in Belgium and Ireland.
Outside of work Yves likes to travel and spend time with his young family of 6. He is also a keen basketball fan.
For further information, medical professionals should visit the Affluence Private website www.affluenceprivate.com.au.
If you are a business owner or other professional please refer to Affluence Financial Planning www.affluenceca.com.au.
Client Testimonial
Dr Yeung – Young Doctor
“Our profession is unique so we need to work with advisors who understand the nature of our careers. Yves has been working with Doctors for a long time, and it really shows.
His tailored approach has enabled us to make a structured plan for my future. Yves even got me thinking of things I didn’t even know I needed to think about. The whole process has been stress-free and my questions are always answered.
Yves also has the ability to explain financial concepts to someone non-financially-minded like myself. In fact, I learn something new every time we meet. As a result he has saved me thousands of dollars already, and I have gained confidence that my financial future is secure.
I fully recommend Yves as your Financial Adviser if you want an all-round great guy who wants to improve your financial literacy, as well as trusting that he has your best interests at heart. You will not regret your decision.”
Office
Shop 2, 424 Roberts Road Subiaco WA 6008
Contact: Yves Schoof
Yves is a highly experienced and well-regarded Financial Adviser who works with professionals and business owners. He has developed a particular expertise in working with Surgeons, Medical Specialists and Dentists, and is Australia’s leading medical financial planning specialist.
Yves is passionate about building long-term relationships with his clients and helping them achieve their goals. He prides himself on his strong technical background, but is equally skilled in helping clients manage their financial behaviours.
Yves’ dedication to his clients and his work can be witnessed in the recognition that he has received over the years from various sources.
In 2017 was shortlisted by ifa Magazine as Australia's Best Client Service adviser.
AFR Smart Investor Masterclass For Financial Planning recognised Yves for being the number 2 Financial Adviser in Australia in 2013, and he was also in the ‘Top 10 Financial Advisers’ in 2010 and in 2012.
In 2008, Yves had the outstanding achievement of receiving the National Dux award for his FINSIA studies in Financial Planning. In September 2013 Yves was named as the runner up for Western Australia in the 2013 CERTIFIED FINANCIAL PLANNER® PROFESSIONAL BEST PRACTICE AWARD.
Yves has also been nominated for the WA 40 under 40 award twice.
He has been working in the financial services industry for over 16 years, including in Belgium and Ireland.
Outside of work Yves likes to travel and spend time with his young family of 6. He is also a keen basketball fan.
For further information, medical professionals should visit the Affluence Private website www.affluenceprivate.com.au.
If you are a business owner or other professional please refer to Affluence Financial Planning www.affluenceca.com.au.
Client Testimonial
Dr Yeung – Young Doctor
“Our profession is unique so we need to work with advisors who understand the nature of our careers. Yves has been working with Doctors for a long time, and it really shows.
His tailored approach has enabled us to make a structured plan for my future. Yves even got me thinking of things I didn’t even know I needed to think about. The whole process has been stress-free and my questions are always answered.
Yves also has the ability to explain financial concepts to someone non-financially-minded like myself. In fact, I learn something new every time we meet. As a result he has saved me thousands of dollars already, and I have gained confidence that my financial future is secure.
I fully recommend Yves as your Financial Adviser if you want an all-round great guy who wants to improve your financial literacy, as well as trusting that he has your best interests at heart. You will not regret your decision.”
Office
Shop 2, 424 Roberts Road Subiaco WA 6008
Contact: Yves Schoof
Troy MacMillan – The Wealth Designers
CERTIFIED FINANCIAL PLANNER® Practitioner B.Bus Dip FP FPA (aff) TWD Managing DirectorTroy MacMillan is a wealth management consultant with 20 years’ experience and was recently awarded the highest individual award for the financial planning industry, The 2011 National Adviser of the Year Award.
In winning the award AFA chief executive, Richard Klipin, said MacMillan was chosen due to his superior client service, strong community involvement and streamlined systems and processes. He also went on to say “Troy’s strong all-round practice and absolute commitment to excellence ultimately set him apart from his peers”.
As the founder and managing director of TWD, Troy works one-on-one with his private clients to bring clarity and direction to their finances. His range of experience and depth of knowledge extend to all facets of finance. Troy began his career working as a tax accountant for Perth-based Chartered Accountants, Anderson Redman.
To broaden his knowledge, he then headed overseas for seven years and gained valuable experience in international investments whilst working in investment banking for Deutsche Bank in the UK and Japan.Returning to Perth, Troy started his career in financial planning as a Senior Planner with the Westpac Bank. But he soon realised that he’d prefer to be involved in a form of wealth management which wasn’t limited to selling a range of predefined products. So in 2003, Troy became a founding partner in a specialist wealth management firm.
His designation as a Certified Financial Planner, his Business Degree and his dedication to personalised quality service gave Troy’s clients the essential and insightful guidance to reach their financial goals and desires
Office
Unit 2, 1st Floor, 26 Clive Street Perth WA 6005
Contact: Troy MacMillan
CERTIFIED FINANCIAL PLANNER® Practitioner B.Bus Dip FP FPA (aff) TWD Managing DirectorTroy MacMillan is a wealth management consultant with 20 years’ experience and was recently awarded the highest individual award for the financial planning industry, The 2011 National Adviser of the Year Award.
In winning the award AFA chief executive, Richard Klipin, said MacMillan was chosen due to his superior client service, strong community involvement and streamlined systems and processes. He also went on to say “Troy’s strong all-round practice and absolute commitment to excellence ultimately set him apart from his peers”.
As the founder and managing director of TWD, Troy works one-on-one with his private clients to bring clarity and direction to their finances. His range of experience and depth of knowledge extend to all facets of finance. Troy began his career working as a tax accountant for Perth-based Chartered Accountants, Anderson Redman.
To broaden his knowledge, he then headed overseas for seven years and gained valuable experience in international investments whilst working in investment banking for Deutsche Bank in the UK and Japan.Returning to Perth, Troy started his career in financial planning as a Senior Planner with the Westpac Bank. But he soon realised that he’d prefer to be involved in a form of wealth management which wasn’t limited to selling a range of predefined products. So in 2003, Troy became a founding partner in a specialist wealth management firm.
His designation as a Certified Financial Planner, his Business Degree and his dedication to personalised quality service gave Troy’s clients the essential and insightful guidance to reach their financial goals and desires
Office
Unit 2, 1st Floor, 26 Clive Street Perth WA 6005
Contact: Troy MacMillan
Randall Stout – Fitzpatrick Private Wealth
Who says you can’t have your cake and eat it too? With good advice, support and implementation anything is possible. Randall will dare you to dream big and help you create a better life. The Fitzpatricks’ vision is to enrich people’s lives. Who doesn’t want that?
Randall’s advice was recognised in 2014 by being awarded the FPA CFP Professional of the year. As well as receiving this national award, he was also acknowledged by being given a Fellow (FFPA) membership for outstanding service to the Financial Planning Association.
Randall’s open and honest communication style has seen him establish long term relationships with his clients. He strongly believes that advice is pointless unless it is efficiently and effectively implemented. Randall works in collaboration with his client’s other trusted professional advisers to make sure things get done.
Outside of work he is blessed with a beautiful wife, five daughters and a son. He enjoys travelling and taking regular breaks.
In the future he plans to get more involved is charitable work in his role as financial counsellor to the Esther Foundation and his WA ambassador role with the Future2 Foundation. And of course he loves all sport and still manages to play soccer.
Qualifications/Memberships of related associations
Experience in financial services
Randall Stout has over 18 years’ experience advising clients.
Testimonials
http://www.adviserratings.com.au/advisers/randall-stout-1#Customer-Reviews
Office
Level 4, 15 Ogilvie Rd, Mt Pleasant WA 6153
E1, 118 Railway Street, West Perth WA 6005
Contact: Randall Stout
Who says you can’t have your cake and eat it too? With good advice, support and implementation anything is possible. Randall will dare you to dream big and help you create a better life. The Fitzpatricks’ vision is to enrich people’s lives. Who doesn’t want that?
Randall’s advice was recognised in 2014 by being awarded the FPA CFP Professional of the year. As well as receiving this national award, he was also acknowledged by being given a Fellow (FFPA) membership for outstanding service to the Financial Planning Association.
Randall’s open and honest communication style has seen him establish long term relationships with his clients. He strongly believes that advice is pointless unless it is efficiently and effectively implemented. Randall works in collaboration with his client’s other trusted professional advisers to make sure things get done.
Outside of work he is blessed with a beautiful wife, five daughters and a son. He enjoys travelling and taking regular breaks.
In the future he plans to get more involved is charitable work in his role as financial counsellor to the Esther Foundation and his WA ambassador role with the Future2 Foundation. And of course he loves all sport and still manages to play soccer.
Qualifications/Memberships of related associations
- Certified Financial Planner (CFP®)
- Certified Practicing Accountant (CPA)
- Bachelor of Commerce.
- As a member of the Financial Planning Association (FPA) and CPA Australia he upholds their Code of Ethical and Professional standards.
- Fellow member of the FPA (FFPA)
- Registered Tax Financial Adviser.
Experience in financial services
Randall Stout has over 18 years’ experience advising clients.
Testimonials
http://www.adviserratings.com.au/advisers/randall-stout-1#Customer-Reviews
- “Randall has been an asset to my small business. He is very easy to speak to and is always willing to share his vast financial knowledge whenever it is needed. I would recommend Randall to anyone who is requiring financial planning. “
- Randall has provided financial advice to myself and my husband over a number of years.
I would not hesitate to recommend him.
- He is personable, very easy to deal with, explains things in plain English and has always been available when we have had any queries.
- Randall has made a significant contribution to our professional community through his leadership of the Perth Chapter of the Financial Planning Association.
Office
Level 4, 15 Ogilvie Rd, Mt Pleasant WA 6153
E1, 118 Railway Street, West Perth WA 6005
Contact: Randall Stout
Philippa Elliot (Pippa) – Momentum Planning
Director – Certified Financial Planner AFS Licence No. 322220
Pippa is a CERTIFIED FINANCIAL PLANNER® practitioner and Momentum Planning is an FPA Professional Practice. She has 17 years of experience in the financial services profession including over 13 years as a private client advisor.
Pippa has won multiple awards for her advice and client service standards. In 2006 & 2007 she won both State & National winner of FPA Value of Advice Awards. In 2011 she won the National FPA Certified Financial Planner™ Best Practice Award and in 2012 and 2013 colleagues of Pippa at Momentum Planning also won State FPA Best Practice Awards. Momentum have an industry reputation for leadership and best practice.
Pippa is married with young twin girls and loves to travel and spend quality time with friends and family. Pippa’s professional goal is to give clients the tools they need to make smart decisions, consistently. This will ensure they have everything they need to achieve all that is important to them.
Client Endorsement
"For over 7 years we have engaged Pippa and her team to advise us on our financial & lifestyle planning needs. They have always provided an exceptional level of service in a sincere, friendly, and professional manner. It is comforting to know that the team are continually overseeing our plans and strategies, and take a proactive approach in addressing and recommending strategy variations as the investment landscape changes. In the past, and for far too many years, we entrusted this very important aspect of our financial security to the larger institutions, and our only regret is that we didn’t find Pippa and her team much sooner. It is without a doubt that I recommend Pippa and her team to anyone wanting personalised and professional planning."
C Bond, State Manager
Office
Level 1, 1 Albert Street North Perth WA 6006
Contact: Philippa Elliot
Director – Certified Financial Planner AFS Licence No. 322220
Pippa is a CERTIFIED FINANCIAL PLANNER® practitioner and Momentum Planning is an FPA Professional Practice. She has 17 years of experience in the financial services profession including over 13 years as a private client advisor.
Pippa has won multiple awards for her advice and client service standards. In 2006 & 2007 she won both State & National winner of FPA Value of Advice Awards. In 2011 she won the National FPA Certified Financial Planner™ Best Practice Award and in 2012 and 2013 colleagues of Pippa at Momentum Planning also won State FPA Best Practice Awards. Momentum have an industry reputation for leadership and best practice.
Pippa is married with young twin girls and loves to travel and spend quality time with friends and family. Pippa’s professional goal is to give clients the tools they need to make smart decisions, consistently. This will ensure they have everything they need to achieve all that is important to them.
Client Endorsement
"For over 7 years we have engaged Pippa and her team to advise us on our financial & lifestyle planning needs. They have always provided an exceptional level of service in a sincere, friendly, and professional manner. It is comforting to know that the team are continually overseeing our plans and strategies, and take a proactive approach in addressing and recommending strategy variations as the investment landscape changes. In the past, and for far too many years, we entrusted this very important aspect of our financial security to the larger institutions, and our only regret is that we didn’t find Pippa and her team much sooner. It is without a doubt that I recommend Pippa and her team to anyone wanting personalised and professional planning."
C Bond, State Manager
Office
Level 1, 1 Albert Street North Perth WA 6006
Contact: Philippa Elliot
Beverly Harvey – Momentum Planning
Beverly is a Certified Financial Planner® and has over 10 years of experience in the financial services industry as well as extensive employment with Centrelink. Beverly was awarded the WA State winner of the FPA Best Practice Awards – Associate Financial Planner by the FPA in 2012 and works within a team of award winning advisers within a FPA Professional Practice.
Beverly specialises in holistic financial advice built on understanding the balance between lifestyle choices and successful long term planning. Full support is incorporated to ensure that advice is understood, implemented and importantly revisited.
Client Endorsements
"From the beginning of our relationship with Momentum, John and myself have not come across a company with such a high level of integrity. We say this because the communication from the start of each appointment until the end is unsurpassing. It is a very rare trait in business these days and the Momentum staff always exceed our expectation. This gives us hope for our future going forward. Beverly Harvey has been our financial advisor for the past 2 years, during that time Beverly’s advice has been concise and effective in planning to help us archive our financial goals. We have found that Beverly’s capabilities, are strong and encourages a bond of trust with us."
Office
Level 1, 1 Albert Street North Perth WA 6006
Contact: Beverly Harvey
Beverly is a Certified Financial Planner® and has over 10 years of experience in the financial services industry as well as extensive employment with Centrelink. Beverly was awarded the WA State winner of the FPA Best Practice Awards – Associate Financial Planner by the FPA in 2012 and works within a team of award winning advisers within a FPA Professional Practice.
Beverly specialises in holistic financial advice built on understanding the balance between lifestyle choices and successful long term planning. Full support is incorporated to ensure that advice is understood, implemented and importantly revisited.
Client Endorsements
"From the beginning of our relationship with Momentum, John and myself have not come across a company with such a high level of integrity. We say this because the communication from the start of each appointment until the end is unsurpassing. It is a very rare trait in business these days and the Momentum staff always exceed our expectation. This gives us hope for our future going forward. Beverly Harvey has been our financial advisor for the past 2 years, during that time Beverly’s advice has been concise and effective in planning to help us archive our financial goals. We have found that Beverly’s capabilities, are strong and encourages a bond of trust with us."
Office
Level 1, 1 Albert Street North Perth WA 6006
Contact: Beverly Harvey
Amanda Jarosz – Momentum Planning
Amanda is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds a Masters in Applied Finance. She has over 14 years’ experience in the financial services profession.
In 2006, Amanda joined Momentum Planning, inspired by the holistic and professional, yet personal, approach to ongoing client relationships. Advisers of Momentum seek to set out clear pathways for their clients to help them determine what it is they are working towards, and to ensure accountability and achievement.
Amanda was the winner of the 2013 FPA WA Financial Planner AFP Best Practice Award, and a finalist in the 2015 FPA CFP Professional of the Year Awards. Colleagues at Momentum Planning have also been recognised for leading advice with FPA Awards received in 2006, 2007, 2011 and 2012.
Currently, Amanda also serves on the committee for the Financial Planning Association’s WA Chapter and is motivated to ensure that the Financial Planning profession is constantly improving and evolving to benefit all Australians.
Amanda has a young family and hopes to provide the tools to help her clients and their own families build a sound financial base whilst enjoying all that life has to offer along the way.
Client Endorsement
“About 4 years ago I emailed you in desperation looking for someone, whom I trusted, to refer my husband and I onto a Perth based financial planner. We had had a couple of very average and fee focused financial planners who …. didn’t ever give us the impression that they cared much for our financial future… I didn’t know if I would actually get a response from you with a referral so was delighted when you referred us on to Momentum Planning. We have been seeing Amanda Jarosz, at Momentum ever since and are now happily sleeping at night knowing our financial futures are secure. We are very comfortable knowing that the people Momentum Planning really care about us and our future financial security. I would like to thank you sooo very much for this referral.” BG & KW
Office
Level 1, 1 Albert Street North Perth WA 6006
Contact: Amanda Jarosz
Amanda is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds a Masters in Applied Finance. She has over 14 years’ experience in the financial services profession.
In 2006, Amanda joined Momentum Planning, inspired by the holistic and professional, yet personal, approach to ongoing client relationships. Advisers of Momentum seek to set out clear pathways for their clients to help them determine what it is they are working towards, and to ensure accountability and achievement.
Amanda was the winner of the 2013 FPA WA Financial Planner AFP Best Practice Award, and a finalist in the 2015 FPA CFP Professional of the Year Awards. Colleagues at Momentum Planning have also been recognised for leading advice with FPA Awards received in 2006, 2007, 2011 and 2012.
Currently, Amanda also serves on the committee for the Financial Planning Association’s WA Chapter and is motivated to ensure that the Financial Planning profession is constantly improving and evolving to benefit all Australians.
Amanda has a young family and hopes to provide the tools to help her clients and their own families build a sound financial base whilst enjoying all that life has to offer along the way.
Client Endorsement
“About 4 years ago I emailed you in desperation looking for someone, whom I trusted, to refer my husband and I onto a Perth based financial planner. We had had a couple of very average and fee focused financial planners who …. didn’t ever give us the impression that they cared much for our financial future… I didn’t know if I would actually get a response from you with a referral so was delighted when you referred us on to Momentum Planning. We have been seeing Amanda Jarosz, at Momentum ever since and are now happily sleeping at night knowing our financial futures are secure. We are very comfortable knowing that the people Momentum Planning really care about us and our future financial security. I would like to thank you sooo very much for this referral.” BG & KW
Office
Level 1, 1 Albert Street North Perth WA 6006
Contact: Amanda Jarosz
Patrick Carden – Shadforth Financial Group
Patrick is a private client adviser for Shadforth Group Perth office. Prior to joining Shadforth, Patrick was a technical manager and financial adviser with Keysbrook Financial Services which merged with Shadforth in 2008. Patrick specialises in wealth accumulation, retirement planning and life insurance. Patrick’s financial and technical expertise has been recognised in a prestigious top 50 adviser ranking from around Australia in the 2010, 2011 and 2012 AFR Smart Investor Masterclass for Financial Planning.
Patrick holds the internationally recognised CERTIFIED FINANCIAL PLANNER® designation which is the highest qualification for financial advisers in the profession. Patrick also holds a Diploma of Financial Planning, a Graduate Diploma of Applied Finance and Investment and a Bachelor of Engineering (Civil with Honours).
Client Endorsement
"Patrick is meticulous in his planning and provides clearly detailed data not only on our present financial circumstances, but also on the projected management of our finances. His attention to detail and awareness of current markets and financial situations is always obvious and enables him to provide us with very clear advice and guidelines. Patrick displays a genuine concern for the well-being of our financial future — his interpersonal skills can only be commended.” Martin and Janice Brandreth City Beach, Perth
Office
58 Kings Park Road West Perth WA 6005
Contact: Patrick Carden
Patrick is a private client adviser for Shadforth Group Perth office. Prior to joining Shadforth, Patrick was a technical manager and financial adviser with Keysbrook Financial Services which merged with Shadforth in 2008. Patrick specialises in wealth accumulation, retirement planning and life insurance. Patrick’s financial and technical expertise has been recognised in a prestigious top 50 adviser ranking from around Australia in the 2010, 2011 and 2012 AFR Smart Investor Masterclass for Financial Planning.
Patrick holds the internationally recognised CERTIFIED FINANCIAL PLANNER® designation which is the highest qualification for financial advisers in the profession. Patrick also holds a Diploma of Financial Planning, a Graduate Diploma of Applied Finance and Investment and a Bachelor of Engineering (Civil with Honours).
Client Endorsement
"Patrick is meticulous in his planning and provides clearly detailed data not only on our present financial circumstances, but also on the projected management of our finances. His attention to detail and awareness of current markets and financial situations is always obvious and enables him to provide us with very clear advice and guidelines. Patrick displays a genuine concern for the well-being of our financial future — his interpersonal skills can only be commended.” Martin and Janice Brandreth City Beach, Perth
Office
58 Kings Park Road West Perth WA 6005
Contact: Patrick Carden
Stuart Fulton – Twilight Financial Planning
Stuart has more than 20 years experience as a financial planner. He is a CERTIFIED FINANCIAL PLANNER® practitioner as awarded by the Financial Planning Association and a successful member of the top 50 Masterclass financial planners in Australia. An indication of technical excellence in financial planning.
Office
Suite 2, Level 4 South Shore Centre 85 South Perth Esplanade South Perth WA 6151
Contact: Stuart Fulton
Stuart has more than 20 years experience as a financial planner. He is a CERTIFIED FINANCIAL PLANNER® practitioner as awarded by the Financial Planning Association and a successful member of the top 50 Masterclass financial planners in Australia. An indication of technical excellence in financial planning.
Office
Suite 2, Level 4 South Shore Centre 85 South Perth Esplanade South Perth WA 6151
Contact: Stuart Fulton
Nektar Karkotis – Trinity Private Wealth
Nektar is a Certified Financial Planner® and Managing Director of Trinity Private Wealth.With more than 14 years’ experience in Financial Planning, he established Trinity Private Wealth to help his clients obtain financial freedom to live their best life.
Nektar and his team firmly believe that well thought out financial planning allows people to live happier and healthier lives, free to spend more time doing what they enjoy and less time worrying about money and finances. Specialising in working with clients in the Medical, Legal, Mining, Oil and Gas industries and Pre Retirees, his major strength is explaining often complex financial matters in an easier to understand manner.
By focussing on what is truly important in his clients’ lives, he helps them become fully informed to take action and make the important financial decisions that will shape theirs and their family’s futures.His dedication to staying at the forefront of financial thinking through continual education and professional development provides his clients with comfort that he is constantly exploring ways that will preserve and improve their position to ensure they are on track to achieving and maintaining their personal objectives year in, year out.
Nektar has been privileged to be continued to be named as one of the top ten advisers in Australia since 2010, with his technical expertise sort after in financial publications including Smart Investor magazine, Asset magazine and the Australian Financial Review newspaper.
As well as holding a Bachelor of Economics (UWA) and a Post Graduate Diploma in Financial Planning, he is a member of the Financial Planning Association of Australia (FPA) and a Fellow of the Financial Services Institute of Australasia (FINSIA).
He enjoys spending time with his family, playing soccer, supporting the Eagles in the AFL and is an active member of the Greek Community of W.A.
Testimonials
“I see Nektar as a financial confidante when I need to make financial decisions for my family. Although I understand financial matters, being extremely busy with my patients and my family, I can’t always dedicate appropriate time to fully research and understand the options available. Nektar takes that off the table for me and narrows down the one or two best options to make my decision making very easy.”
J. Teoh (Cardiologist)
“We always enjoy our time spent at your office Nektar. Not something I say often when it comes to financial, insurance and taxation type stuff!”
D. Kennedy (Senior Electrical Engineer)
“Nektar and his team ensure my retirement nest egg and lifestyle are protected and maximised using strategies that I understand and am comfortable with.”
L. Reymond (Mining Executive)
Office
Foyer B, Level 1, Suite 7B, 151 Herdsman Parade Wembley, WA, 6014
Contact: Nektarios Karkotis
Nektar is a Certified Financial Planner® and Managing Director of Trinity Private Wealth.With more than 14 years’ experience in Financial Planning, he established Trinity Private Wealth to help his clients obtain financial freedom to live their best life.
Nektar and his team firmly believe that well thought out financial planning allows people to live happier and healthier lives, free to spend more time doing what they enjoy and less time worrying about money and finances. Specialising in working with clients in the Medical, Legal, Mining, Oil and Gas industries and Pre Retirees, his major strength is explaining often complex financial matters in an easier to understand manner.
By focussing on what is truly important in his clients’ lives, he helps them become fully informed to take action and make the important financial decisions that will shape theirs and their family’s futures.His dedication to staying at the forefront of financial thinking through continual education and professional development provides his clients with comfort that he is constantly exploring ways that will preserve and improve their position to ensure they are on track to achieving and maintaining their personal objectives year in, year out.
Nektar has been privileged to be continued to be named as one of the top ten advisers in Australia since 2010, with his technical expertise sort after in financial publications including Smart Investor magazine, Asset magazine and the Australian Financial Review newspaper.
As well as holding a Bachelor of Economics (UWA) and a Post Graduate Diploma in Financial Planning, he is a member of the Financial Planning Association of Australia (FPA) and a Fellow of the Financial Services Institute of Australasia (FINSIA).
He enjoys spending time with his family, playing soccer, supporting the Eagles in the AFL and is an active member of the Greek Community of W.A.
Testimonials
“I see Nektar as a financial confidante when I need to make financial decisions for my family. Although I understand financial matters, being extremely busy with my patients and my family, I can’t always dedicate appropriate time to fully research and understand the options available. Nektar takes that off the table for me and narrows down the one or two best options to make my decision making very easy.”
J. Teoh (Cardiologist)
“We always enjoy our time spent at your office Nektar. Not something I say often when it comes to financial, insurance and taxation type stuff!”
D. Kennedy (Senior Electrical Engineer)
“Nektar and his team ensure my retirement nest egg and lifestyle are protected and maximised using strategies that I understand and am comfortable with.”
L. Reymond (Mining Executive)
Office
Foyer B, Level 1, Suite 7B, 151 Herdsman Parade Wembley, WA, 6014
Contact: Nektarios Karkotis
Adrian Hanrahan – Australian Unity, Private Client Advice
Adrian Hanrahan is a passionate Wealth Adviser recognised for his technical expertise and trusted advice.
Adrian is the only Adviser that is a Certified Financial Planner®, a Qualified Accountant, a Registered Tax Practitioner and a SMSF Specialist Adviser™ who holds degrees in Law, Economics, Financial Planning & Investment Management, as well as specialist qualifications in derivatives.
Adrian works with successful executives, small business owners, investors and retirees who seek greater control, accountability and discipline over their financial affairs. He enjoys breaking down complex matters into a simple and structured approach which empowers and educates his clients to achieve sustainable and tangible outcomes.
Adrian consults to the Financial Planning Association as a subject matter expert where he assists with the writing and review of course notes and assessments for the Certified Financial Planner® education program, the highest (postgraduate) qualification for Financial Advisers in Australia.
Adrian sits on a number of national committees representing the profession and responding to draft legislation and government consultations on taxation and superannuation law matters. Adrian is also a regular contributor to numerous national publications and a regular presenter at professional development days.
Adrian enjoys the challenge of structuring financial affairs to achieve outcomes with the greatest degree of confidence, certainty and control. He offers a complimentary initial consultation and his highly popular complimentary “second opinion” service for investors with an existing advice relationship.
Office
Ground Floor, 1110 Hay Street, West Parth WA 6005
Contact: Adrian Hanrahan
Adrian Hanrahan is a passionate Wealth Adviser recognised for his technical expertise and trusted advice.
Adrian is the only Adviser that is a Certified Financial Planner®, a Qualified Accountant, a Registered Tax Practitioner and a SMSF Specialist Adviser™ who holds degrees in Law, Economics, Financial Planning & Investment Management, as well as specialist qualifications in derivatives.
Adrian works with successful executives, small business owners, investors and retirees who seek greater control, accountability and discipline over their financial affairs. He enjoys breaking down complex matters into a simple and structured approach which empowers and educates his clients to achieve sustainable and tangible outcomes.
Adrian consults to the Financial Planning Association as a subject matter expert where he assists with the writing and review of course notes and assessments for the Certified Financial Planner® education program, the highest (postgraduate) qualification for Financial Advisers in Australia.
Adrian sits on a number of national committees representing the profession and responding to draft legislation and government consultations on taxation and superannuation law matters. Adrian is also a regular contributor to numerous national publications and a regular presenter at professional development days.
Adrian enjoys the challenge of structuring financial affairs to achieve outcomes with the greatest degree of confidence, certainty and control. He offers a complimentary initial consultation and his highly popular complimentary “second opinion” service for investors with an existing advice relationship.
Office
Ground Floor, 1110 Hay Street, West Parth WA 6005
Contact: Adrian Hanrahan
Ray Ong – Godfrey Pembroke
Ray is a CERTIFIED FINANCIAL PLANNER® professional with over 10 years’ experience in financial planning. He is a LIFE RISK SPECIALIST® and has a Bachelor’s of Commerce in Financial Planning (with distinction). He is a member of The Financial Planning Association of Australia and also is an assessor for the CERTIFIED FINANCIAL PLANNER® Unit 1 Professionalism program. He was also a tutor for the Personal Finance Unit in Curtin University.Ray is meticulous with detail and takes pride in providing professional, high quality and technically sound strategic financial advice.
He is a holistic planner with particular strength in retirement planning.He takes a no nonsense approach to financial planning and is passionate about providing objective advice that is centred on client values and best interests.
Ray commenced his career in financial planning at independent financial advisory firm Wise FP Pty Ltd. He later went on to own the majority share of the business and was also the responsible manager of the licensee (AFSL No. 221961). Ray took over part of the business in 2013 and has been operating under Godfrey Pembroke ever since.
Client endorsement
"It was during 2009 when my wife and I first consulted with Ray Ong from Godfrey Pembroke. At the time my wife was 55 years old and I was 60 years and we had recently immigrated to Australia. During the past four years Ray’s guidance and advice has enabled us to make considerable savings and has also reduced our tax commitments significantly. Ray’s service has been excellent throughout this period and any query has been promptly dealt with to our entire satisfaction." – W&D
We have no hesitation in recommending Ray as a financial consultant especially in the field of retirement planning.
"Thank you for the trouble you have taken; you have always been meticulously prepared for your regular meetings with us and have dealt speedily and willingly with any special and particular matters on which we have sought advice and help from you. We have also enjoyed the personal warmth of your relationship with us. The results of your advice on our investments and the actions we should take have confirmed to us wisdom of your judgment and made us fully confident in continuing to seek your help in the future." – Mr & Mrs McGregor
Office
68 Churchill Avenue, Subiaco, WA, 6008
Contact: Ray Ong
Ray is a CERTIFIED FINANCIAL PLANNER® professional with over 10 years’ experience in financial planning. He is a LIFE RISK SPECIALIST® and has a Bachelor’s of Commerce in Financial Planning (with distinction). He is a member of The Financial Planning Association of Australia and also is an assessor for the CERTIFIED FINANCIAL PLANNER® Unit 1 Professionalism program. He was also a tutor for the Personal Finance Unit in Curtin University.Ray is meticulous with detail and takes pride in providing professional, high quality and technically sound strategic financial advice.
He is a holistic planner with particular strength in retirement planning.He takes a no nonsense approach to financial planning and is passionate about providing objective advice that is centred on client values and best interests.
Ray commenced his career in financial planning at independent financial advisory firm Wise FP Pty Ltd. He later went on to own the majority share of the business and was also the responsible manager of the licensee (AFSL No. 221961). Ray took over part of the business in 2013 and has been operating under Godfrey Pembroke ever since.
Client endorsement
"It was during 2009 when my wife and I first consulted with Ray Ong from Godfrey Pembroke. At the time my wife was 55 years old and I was 60 years and we had recently immigrated to Australia. During the past four years Ray’s guidance and advice has enabled us to make considerable savings and has also reduced our tax commitments significantly. Ray’s service has been excellent throughout this period and any query has been promptly dealt with to our entire satisfaction." – W&D
We have no hesitation in recommending Ray as a financial consultant especially in the field of retirement planning.
"Thank you for the trouble you have taken; you have always been meticulously prepared for your regular meetings with us and have dealt speedily and willingly with any special and particular matters on which we have sought advice and help from you. We have also enjoyed the personal warmth of your relationship with us. The results of your advice on our investments and the actions we should take have confirmed to us wisdom of your judgment and made us fully confident in continuing to seek your help in the future." – Mr & Mrs McGregor
Office
68 Churchill Avenue, Subiaco, WA, 6008
Contact: Ray Ong
David Alder – Alder and Partners Private Wealth Management
Continuing the family tradition (sixth generation) of providing financial advisory and investment management services to private clients, not for profit entities, and corporate clients, David has been employed in the Australian securities industry since 2001.
David holds a Bachelor of Commerce, is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia (FPA).He specialises in the provision of strategic and technical advice, self-managed superannuation as well as discretionary investment management. David has extensive experience in investing, both directly and via unlisted managed funds, in equities, real estate investment trusts, interest rate securities and exchange traded funds.
David is Co-Chairman of the Western Australian Anglicare Winter Appeal Committee which raises funds to assist people to cope with the challenges of life and relationships.
David is a Director of Alder and Partners Pty Ltd, AFS Licence No. 382714.
Client Endorsements
"It was very important to me to find a trustworthy, well informed and professional advisory firm. The level of service from the team at Alder & Partners Private Wealth Management means I would recommend them to anyone requiring comprehensive financial planning advice, both strategic and investment based, without hesitation."
Warwick Hemsley
Office
129c Waratah Avenue, Dalkeith WA 6009
Contact: David Alder
Continuing the family tradition (sixth generation) of providing financial advisory and investment management services to private clients, not for profit entities, and corporate clients, David has been employed in the Australian securities industry since 2001.
David holds a Bachelor of Commerce, is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia (FPA).He specialises in the provision of strategic and technical advice, self-managed superannuation as well as discretionary investment management. David has extensive experience in investing, both directly and via unlisted managed funds, in equities, real estate investment trusts, interest rate securities and exchange traded funds.
David is Co-Chairman of the Western Australian Anglicare Winter Appeal Committee which raises funds to assist people to cope with the challenges of life and relationships.
David is a Director of Alder and Partners Pty Ltd, AFS Licence No. 382714.
Client Endorsements
"It was very important to me to find a trustworthy, well informed and professional advisory firm. The level of service from the team at Alder & Partners Private Wealth Management means I would recommend them to anyone requiring comprehensive financial planning advice, both strategic and investment based, without hesitation."
Warwick Hemsley
Office
129c Waratah Avenue, Dalkeith WA 6009
Contact: David Alder