© 2019. All rights reserved.
The Best Financial Planners In Perth
Let us help you find the best financial planner for your needs
Menu
Let us find the Best Financial Planner for your Needs and Situation.
Troy MacMillan – The Wealth Designers
Multi-award-winning Certified Financial Planner Troy Macmillan created his boutique firm TWD because he wanted to do financial advice differently. Uncomfortable with the traditional approach to financial advice, he was inspired to create change so that he could deliver a greater client experience, where everyone felt seen, heard and valued.
Early in his career, Troy knew it was impossible to wear so many hats and deliver value, so he developed a new advice model to ensure better outcomes for more Australians. In order to be the best adviser possible, Troy knew he had to focus on his clients – their challenges, their complexities, what they valued, what they wanted, what they needed. He created specialised tiers to meet the needs of all Australians, from those starting their wealth journeys, to those with more financial complexity, to those of significant wealth who require a more concierge service.
Meanwhile, he assembled another group of expert investment analysts and advisers to deliver on the investment side; one whose job was just to study the markets, analyse portfolios and build investment strategies each day.
Not content to leave it there, he added an investment committee – a senior, all-star line-up made of up some of Australia’s most respected and revered asset managers. The Committee meet regularly to discuss, research, probe, question, debate and agree on the very best recommendations and guidelines for all clients going forward.
The model, which is built on a one-fee approach committed to providing value over a 12-month period, has been a gamechanger. With some of the best investment analysts in the country on hand, ready to jump into any meeting, TWD can truly offer unsurpassed, tailored investment propositions. Couple this with dedicated advisers, who truly care about what people value, and a superlative Committee of asset managers overseeing it all with an expert eye, and TWD consistently delivers superior outcomes to all Australians.
The model has been rewarded with some of the most prestigious national awards in the industry, including AFA Australian Adviser of the Year in 2011, Professional Planner Best Practice in 2013 and even a Telstra Small Business award in 2014.
TWD is also the reigning AFA Australian Practice of the Year.
Troy is recognised as one of the most experienced, progressive, friendly and trusted advisers in the country, while his outstanding TWD team is well known for its warm, dedicated approach and commitment to excellence.
Contact
Phone: 1300 893 000
Online: www.twd.com.au
Office: Level 4, 40 Kings Park Road, West Perth WA 6005
James founded Oak Advisory after noting a lack of options for people in Perth seeking independent financial advice.
With the founding of Oak Advisory, James intended to establish the firm of choice for people seeking retirement planning advice in the Perth area.
James is both a Certified Financial Planner (CFP) and a Certified Practicing Accountant (CPA).
He received a Certificate of Excellence for the marks he obtained during the course of his CPA study.
He also has a Bachelor of Commerce from the University of Western Australia as well as a Diploma, and Advanced Diploma in Financial Planning
Office
47 Hay Street Subiaco WA 6008
Gary Hasler – Boutique Advisers
Gary Hasler founded Perth based Boutique Advisers over 20 years ago and has now grown to a team of 28 caring staff, helping families and individuals to build their own financial journey through good solid financial advice. The Boutique office is based in Subiaco, within walking distance of Subiaco train station and the Rokeby Road shops & eateries.
Boutique Advisers was a 2022 Professional Practice of the year finalist in the Financial Planning Association (FPA) awards. This national award by the industry body reflected the highest standard of advice and compliance within Australia.
Boutique has its own Australian Financial Services licence and is independently owned and operated. They do not receive any commissions or incentives from any product providers which allows them to be independent and able to provide the very best advice for their clients which is not conflicted.
With a team of 8 advisers, Gary and the Boutique look after all types of clients from the young starters, professional families, small business, family business and entrepreneurs. They assist their clients to design their very own Advice Map and provide their own unique Life-Plan Modelling as part of their financial journey. The team loves helping their clients to be able to make Confident Life Decisions about their Wealth.
As a leader in the Financial Advice industry, Boutique Advisers is here for the long term and has built its business to be truly generational. We value the relationships we build as we want to help our clients, our client’s children, and in turn plan for their children’s success.
Contact
Phone: 08 9381 8779
Email: [email protected]
Online: Get in Touch
LinkedIn: Boutique Advisers
Zacary Leeson has been a Certified Financial Planner® (CFP) since 2015 and a member of the HPH Solutions financial services team since 2014.
In 2020 he was named Certified Financial Planner® Professional of the Year – a highly coveted national Financial Planning Association of Australia (FPA) award. He received that award in recognition of the exceptional work he does as a CFP, but also an individual who goes above and beyond to deliver outstanding results for clients and give back to the community.
FPA CEO Dante De Gori CFP® said:
“Zacary exemplifies our FPA membership as a modern professional financial planner who is client dedicated, university educated and an experienced CFP professional. Zacary’s passion for the value of advice and his confidence shone through his presentation to the FPA Awards judges. He’s an incredible role model for young financial planners.”
Also in 2020, the firm Zacary works for – HPH Solutions – was named FPA Professional Practice of the Year. This rare double award is a reflection that both HPH Solutions and Zacary embody the values and level of service the FPA aspires to see delivered by all affiliated firms.
Outside of work, Zacary is passionate about giving back to the community. He has been a mentor in the Leading Youth Forward program (a Perth based charity offering mentorships for at-risk Perth teenagers in years 7 to 10) since 2013. And he has been President of that organisation since 2018.
In 2018 and 2019 his work with Leading Forward was recognised when he was awarded the FPA Community Service Award sponsored by Future2.
Key Awards, Memberships and Qualifications
Community Service
Testimonials
A few years ago, Dick and I were financially desperate. We are intelligent but were so ignorant we’d managed to unnecessarily lose vast amounts of our superannuation with the help of one of the major banks.
We were recommended to Zac and are delighted with what he has helped us to achieve. To begin with he has taught us, patiently and appropriately, to understand money. He has also achieved for us what we thought was no longer possible – a comfortable, if not lavish, income. He ensures we fully understand everything he suggests and takes no action until he is sure we understand and agree.
We particularly appreciate the way he treats us with respect while being very approachable and patient.
We wish him all the best.
~ Hilary Pinerua
“Having been with HPH Solutions for over 15 years, it is with great delight to recommend Zac Leeson as an outstanding financial planner. He’s highly knowledgeable and caring, and helped me sort through several immediate problems. In line with HPH’s core values, he holds the client needs as number one. Any problem is never too much, and he handles any query without fault, providing highly professional and solid advice in a friendly manner. I couldn’t recommend him high enough to anyone looking for better and more secure financial outcomes.”
~ Keith Claymore
“We were introduced to HPH Solutions approximately two years ago and Zacary Leeson was one of the first HPH team members we were introduced to. From that first meeting, Zacary has made my wife and I feel relaxed. He has a down to earth approach when dealing with our retirement investments.
Over the two years we have known Zacary, if we had any questions all or required any information, he would always have the time to explain any issue we had. He has a good knowledge and understanding of the Retirement Investment field and keeps up to date with the changing markets.”
~ Ian and Melissa Robertson
Find Zac at HPH Solutions:
Call: (08) 9200 3123
Email: [email protected]
Visit: 123 Melville Parade, Como, WA 6152
Simon Growden – Shadforth Private Wealth
With 27 years of advice experience, Simon is a principal adviser at Shadforth. He holds the internationally recognised Certified Financial Planner (CFP)® practitioner designation, the highest certification within the financial planning industry.
Simon has been recognised in The Australian’s Top 50 and Top 100 Financial Advisers in Australia, in association with Barron’s in 2017, 2021, 2022 and 2023. He has also been honoured in the Financial Standard Power 50 most influential adviser awards in 2017, 2018, 2020 and 2021.
He enjoys developing rewarding long-term relationships with his clients and guiding them through the wealth management journey – from wealth creation through to retirement.
Simon looks after both corporate and private clients and has extensive experience in investment markets, advising in a range of areas including strategic advice, investment advice, superannuation, retirement planning, life insurance and debt management.
Simon also holds a Graduate Diploma in Applied Finance and Investment and is an Associate of FINSIA (formerly Securities Institute of Australia) and a member of the Financial Advice Association of Australia (FAAA).
Office
Level 28, 152-158 St Georges Terrace, Perth WA 6000
Martin Watson – Bellwether Financial Planning
Martin commenced his financial planning career in 1996. After completing his Diploma of Financial Planning, Martin moved on to work as a financial planner and stockbroker. He became a Certified Financial Planner in 2001.
In 2004, Martin co-founded his own financial planning business and from 2005 operated under a national licensee until 2016. Martin prides himself on providing clients with realistic and practical financial advice to help them manage the transition from work to retirement while enjoying the lifestyle they desire.
Martin specialises in self-managed superannuation funds, transitions to retirement and retirement planning. In addition, he also advises in margin lending, insurance and investments.
Office
Level 20 Exchange Tower, 2 The Esplanade Perth WA 6000
David Baruffi – Blueprint Wealth
David Baruffi is a Co-Founder and Managing Director of Blueprint Wealth and has been a Financial Planner for over 20 years. David’s personal philosophy is founded on the notion that knowledge is the key to success. He is a Certified Financial Planner® who holds a Bachelor of Economics, a Master of Taxation and is an SMSF Association SMSF Specialist Advisor™.
David is a 2016 and 2017 Amicus Award winner, AMP Financial Planning’s recognition of top performance over a sustained period (10 years). The Amicus Award recognises outstanding achievement in the areas of advice capability, compliance and net business flow with an annual Gold Award.
David Baruffi is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited. He is also a member of the Financial Planning Association of Australia.
Blueprint Wealth has a unique, dedicated Financial Advisor and Associate Advisor system which ensures you always have at least two people you can contact directly with any enquiries. David works closely with Associate Advisor, Josh Rendell and Relationship Manager, Stacey Kitto, 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
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
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
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
According to the Financial Planning Association (FPA), the best financial planners can cost around $3,300 upfront, followed by a $4,300 annual maintenance fee. However, the price varies widely depending on what you want your advisor for and how many tasks they’ll be performing during the time period (a holistic financial plan versus just one-off advice). Always discuss the fees with your financial advisor up front, as fees structures can vary.
The majority of the best financial advisors in Perth are based in West Perth and Subiaco. However, there are a number of Perth financial planners who operate out of offices in the City Centre and Southern Suburbs, primarily Como.
Also keep in mind, virtual appointments are becoming more popular, so if you can’t find a financial advisor near your home or office then reach out to one of these planners anyways. They may offer the same services as their physical counterpart but on-demand when it’s most convenient for you.
We have reviewed all of the financial advisors in Perth to compile a list of the best financial planners. To determine our top ten advisors, we assessed their qualifications, how long they have been advising, testimonials, and their track record of reviews on Google and Facebook. Only those that have consistent positive feedback have been included on our list of best financial planners in Perth.
It’s important to find the right financial advisor for you, but it can be a complicated process as there are many different types of financial planners. If you’re looking for the best financial planner in Perth, here are some things you might want to consider.
First, what qualifications and accreditations do they have? This doesn’t necessarily make them your best option of financial advisor, but at least you know that they’ve done the basic tests and registrations.
Second, what type of clients do they have and do they specialise? This can help you determine if they have related experience and expertise with your type of situation.
Finally, how is their communication and are you comfortable with him/her? You need to know that you can have a free line of communication with your financial planner and that they will listen to your concerns and answer your questions in a timely manner.
Need financial planning advice in another area of Australia? Check out our recommended best financial planners in:
If you would prefer a female advisor, our list of the best women financial planners and advisors in Australia is a great resource.
© 2019. All rights reserved.
Let us help connect you with the
BEST ACCOUNTANT for your needs