The Best Financial Planners In Perth

Need Financial Advice in Perth?

We have listed the 10 best Perth Financial Planners.

ipac Western Australia

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!

Contact – ipac Western Australia

Dee Chan- Blueprint Wealth

Dee Chan is a Certified Financial Planner® who has been in the financial services industry for more than 10 years. Dee graduated from Curtin University with a Bachelor’s degree in Accounting and Financial Planning and has completed the SMSF certification through Kaplan.
Dee considers herself one of the lucky few who has found her calling as a financial planner. Dee has a reputation for putting her client’s first; she finds great satisfaction knowing that she has helped her clients achieve peace of mind by providing them with a sense of financial security. Dee knows that sound financial advice and planning can often provide comfort during difficult times. She focuses on not just building a financial plan with her clients, but maintaining a relationship and keeping in touch on a regular basis to make sure they are on track to meet their financial and lifestyle goals.

Dee is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited and is a member of the Financial Planning Association of Australia.

Blueprint Wealth has a unique, dedicated Financial Advisor and Relationship Manager system which ensures you always have at least two people you can contact directly with any enquiries. Dee Chan works closely with Relationship Manager, Fadzai Nyamuzihwa, who oversees the implementation of your financial plan and ensures it is completed as smoothly and quickly as possible.

Office
1/23 Richardson Street SOUTH PERTH WA 6151

Contact: Dee Chan

Emily Van Kampen – Bridges Financial Services

Emily van Kampen joined Bridges in 2004 and since then has built solid relationships with clients. As a result of this, Emily has developed a deep understanding of their circumstances and needs which
enables her to assist them in building their financial future. Emily holds a Graduate Certificate in Applied Finance and is a member of the Association of Financial Advisers (AFA).
Emily specialises in superannuation advice and as her clients near retirement age, her expertise also covers pre-retirement and retirement planning, Centrelink and aged care advice. As an Authorised Representative of
Bridges, Emily is able to assist clients in the area of:

  • Tax-effective investment strategies
  • Superannuation strategies
  • Retirement planning
  • Centrelink entitlements
  • Stockbroking
  • Salary packaging
  • Redundancy
  • Life insurance (life, TPD, trauma, income protection, business expenses)
  • Estate planning
  • Aged care advice

Backed by a team of leading research analysts, Emily can provide clients access to a range of leading Australian and international fund managers as well as listed investments. Emily is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.

Office
2 The Esplanade Level, 10, Exchange Tower PERTH, WA 6000

Contact: Emily Van Kampen

Rob Pyne – HPH Financial Planning

CERTIFIED FINANCIAL PLANNER®

He remembers being referred to as “the shy one” growing up. Perhaps he was. Being the third of four boys, some might say it was a classic case of middle-child syndrome. In any case, it made growing up on a farm pretty much perfect – lots of space and a real sense of freedom. He loved it. He reckons Mum appreciated the space too, having four boys.

He finished school in the country then moved to the city and completed a degree in science but began to develop a strong interest in finance.

His first full-time job was in a Perth-based business that was pioneering a new administration service to support financial planners and their clients. It inspired him to complete post-graduate studies in financial planning. He wanted to learn more about how he could improve his own financial life and ultimately the lives of others. He learned that in essence, financial planning is about helping people to meet their life goals through the proper management of their money. Now, after more than 20 years of financial planning, he have since learned that some life goals are common to all of them and that
money is just a tool to help achieve them.

Reflecting back on his childhood – the sense of freedom and space that he felt – He now knows that money is just a means to that end. It is a passion and a privilege to help others in their journey.

Rob 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 is a Director of HPH Financial Planning Pty Ltd, AFS Licence No. 337755.

Office
123 Melville Parade, Como, WA 6152

Contact: Rob Pyne

Paul Holly – Evolve Wealth

Paul is known to have a passion for helping people achieve their goals. He knows that many people have untapped assets that could be working for them, but are unsure how they can make the changes needed to use those assets to further grow their wealth.

They may have equity in a home and excess cash, but wonder if they should focus on paying off their mortgage, invest in shares, buy an investment property, set up an interest offset account – or a combination of all of these. Paul understands how making the right choice can impact the lifestyles of his clients now, and in the future.

He adopts a personal approach to his financial advisory services. Paul begins by ensuring he has a clear understanding of each client’s current position, clarifying their financial and lifestyle goals, identifying where opportunities lie and putting in place strategies to achieve those goals.

As well as having experience in the accounting and financial advisory areas, Paul is well credentialed. He graduated with a Bachelor of Business (majoring in Accounting) from Edith Cowen University in 1990. He achieved his CPA in Accounting from Deakin University in 1997. He furthered his studies at the University of Western Sydney, becoming a qualified Certified Financial Planner, Financial Planning and Services in 1999.

In his personal time, Paul is a bit of a cycling fanatic, enjoys surfing and the beach as well as spending time with his family.

Office
6/172 Main St, Osborne Park WA 6017 Perth, Western Australia

Contact: Paul Holly

John Cameron – Black Swan Event Financial Planning

ADVISER NUMBER – 000 243 262

The Principal of Black Swan Event Financial Planning is John Cameron, who is one of the most experienced Financial Planners in the country.
John Cameron, B.Econ; B.Com; Grad Dip Bus; MBA, Post Grad Dip Economics; CFP Principal Investor and Adviser

He has spent a lot of his life studying and enjoyed every minute of it. He also knows that it was essential to prepare him to perform at the highest level in his chosen profession.

He studied economics, commerce, politics and financial planning at both undergraduate and post graduate levels. This has enabled him to understand the environment they work in and how to develop personalised strategies for his clients.

He has also spent a great deal of time over the years developing a philosophy of business that he believes is central to offering a client centric service;

His philosophy is revolves around the idea that – one size does not fit all – and the belief that the best results will always be produced when he works in partnership with his clients. In their game long term relationships involving information sharing and regular reviews are critical.

His experiences over the years in his role of Principle Investor and Advisor with Black Swan Events has taught him that there is incredible joy to be had from working with clients to help then realise their financial and lifestyle objectives.

He enjoys almost as much, buying people a coffee, having a chat and allowing them to judge for themselves whether his qualifications, philosophy and experience can make a difference for them.

He also enjoys speaking at functions and events where he can pass on some of his knowledge and experience to people who might be interested.

QUALIFICATIONS

  • Post Graduate Diploma in Economics – Murdoch University.
  • Master of Business Administration – AGSM.
  • Certificate of Financial Planning – Financial planning Association.
  • Graduate Diploma of Business – Curtin University of Technology.
  • Bachelor of Economics and Bachelor of Commerce – University of Western Australia.

EXPERIENCE
CURRENT BALCK SWAN EVENT FINANCIAL PLANNING – Principle Investor and Adviser – 2009

Present

  • Private Wealth
  • Investment
  • Superannuation
  • Retirement Planning
  • Aged Pension
  • Insurances

PAST PATTERSONS – Adviser – 1973 – 1977

  • Share trading
  • Money Market
  • Research

WEST AUSTRALIAN NEWSPAPERS – Journalist 1969 – 1973

  • Financial Journalism

PUBLICATIONS

  • Flexibility and Freedom
  • New Era of Financial Planning
  • Funding Retirement Income

Office
Mezzanine Level 28 The Esplanade PERTH WA

Contact: John Cameron

Paul Black – 1 Life Financial Planning

Paul is a Certified Practising Accountant (FPS) and a Certified Financial Planner ®. He provides laid back advice from the couch. Paul worked as a taxation and business services manager for several accounting firms between 1992 and 2003.

In these roles he specialised in taxation consulting and advising on self-managed superannuation funds. He joined Western Pacific in 2003 and soon after this was admitted as a Financial Planning specialist by the CPA’s

Paul specialises in advising on tax effective accumulation strategies towards retirement and utilising these investments in retirement to receive a tax and Centrelink effective income stream. His considerable business services experience as an accountant make him particularly useful for business owners with complicated structures often not understood by traditional financial planners. He also specializes in assisting small business owners make the transition into retirement.

Paul has considerable experience in more advanced SMSF strategies and also with the GESB Super Fund.

Outside work Paul competes in anything more gruelling than golf. He is often seen around Perth’s triathlon and mountain bike races. Or alternatively with other Mamals in coffee shops. He has also just taken delivery of a new Jayco caravan and can share the passion that many of his clients enjoy for getting away

Office
Suite 3, 420 Bagot Road, Subiaco, WA 6008,
PO Box 559, Subiaco, WA, 6904

Contact: Paul Black

James Baird – Just Invest Financial Planning

Financial Planner (B.Com, Fdn DFP, MBA)

James is passionate about investing ethically and helping clients achieve their goals through the financial planning advice process. He has been in the Financial Planning industry since 2000. Having completed a Bachelor of Commerce (University of Western Australia), MBA (UWA Graduate School of Management) and Foundation Diploma of Financial Services (Deakin University), James worked for Professional Investment Services in Perth consulting to a network of Financial Planners before heading to the UK from 2003 until 2005.

During his time in the UK James worked for CoreRatings, an Ethical Ratings agency which assessed material impacts of Environmental, Social and Governance (ESG) issues on a range of large companies. His role incorporated dealing with fund managers across Europe, including ABN Amro, Deutsche Bank, Barclays Global Investors, and many more. On returning from the UK, James worked for Asgard Capital Management in Business Development with a focus on financial strategies and education for clients. After three years at Asgard, James joined the JustInvest team in 2007. James is also a GESB (West State and Gold State) specialist.

James is a Member of the Ethical Advisers’ Co-op (www.ethicaladviserscoop.org), member of the Financial Planning Association of Australia (fpa.com.au) and has attained Certification by the Responsible Investment Association of Australasia (www.responsibleinvestment.org).

Office
333 Pier St PERTH WA 6005

Contact: James Baird

Beverly Harvey – Momentum Planning Pty Ltd

Beverly Harvey Certified Financial Planner
Beverly Harvey began her career working with Social Security/Centrelink delivering support to people in need in a regional office. This identified a natural interest in helping and supporting people whilst they were dealing with their own personal struggles. With an inclination for methodology and problem solving it was an organic transition to commence working in financial planning. This transition was supported by the achievement of a Bachelor of Business and cemented by the rigorous study as a Certified Financial Planner and now 11 years working in the profession.

Why Financial Planning for you?
It is an exciting new direction for professionals to take and the opportunity to help ordinary Australians navigate the complexity of a changing financial landscape is a source of pride. To be able to share in people’s dreams and aspirations, analyse and demonstrate the pathways to make this successful and the finally see the ultimate purpose come to fruition is very rewarding. It can be difficult to be an expert in everything and still have time for yourself and the things that matter, – that is where I would like to step in.

What’s next?
It surprised me some years ago to realise that our profession is still very young in contrast to other more well-known and established advice experts. I look forward to being a part of the growing evolution of advice services that is for and about the clients that it was created for. This includes building confidence that we are here to deliver on our core values of putting our clients first, acting with integrity, providing our services objectively and with fairness.

Office
Suite 7, Level 1, 1 Albert Street, North Perth WA 6006

Contact: Beverly Harvey

Nicholas Hart – Empire Financial Group

Strategic Financial Adviser

Named 2016 WA Securitor Rising Star Adviser of the year, Nick assists clients with a wide range of strategic advice matters, incorporating Superannuation and Self Managed Superannuation advice, GESB related strategies to current and former Government Employees, as well as investment, insurance and estate planning solutions, drawing on almost a decade and a half of financial service experience.
UK Pension Specialist

Arriving in Australia in 2006 after working in the UK pensions and investment industry, Nick spent the following eight years as the General Manager of the world’s largest provider of advice and transfers of UK Pensions to the Australian superannuation system.

In that capacity he has assisted hundreds of UK expats with the tax, investment and transfer advice for hundreds of millions in pensions arriving in Australia.
Specialist Adviser

Nick has been called upon by some of the major banks to provide services to their clients and advisor networks and has travelled the country delivering presentations and training.
Incorporated into his role at Empire is advice to the sizeable group of current and former State Government employees, where he has received hands on GESB West State and Gold State training.
Qualifications

Nick’s Australian qualifications include a Masters in Financial Planning and Advanced Diploma of Financial Services (Financial Planning), which are complimented by a Bachelor of Arts from the University of Wales in Cardiff, and an Advanced Certificate in Financial Planning (UK Insurance Institute).

Office
Suite 5, 22 Brown Street, East Perth WA 6004

Contact: Nicholas Hart