The Best Financial Planners In Perth

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The Best Financial Planners In Perth

Need Financial Advice in Perth?

Let us find the Best Financial Planner for your Needs and Situation.

We have listed the 10 best Perth Financial Planners.

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.

Office
Level 3, 682 Murray Street, West Perth WA 6005


Contact: Troy MacMillan

James Harper – Oak Advisory

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
Contact: James harper

Randall Stout – Fitzpatricks Private Wealth

Randall believes in partnerships with the families and small businesses he supports and advises to grow together. People leave his meetings inspired to dream big and create a better life. With good advice, support and implementation anything is possible. 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 his passion is person development, family, friends and giving back to the local community.

He is involved in charitable work in his role as financial counsellor to the Esther Foundation and his WA ambassador role with the Future2 Foundation. He loves all sport and still manages to play soccer. He is also the Senior Vice President of the Murdoch University Melville Football club. He has little spare time .

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 20 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
Ground floor, 24 Moreau Mews, Applecross, WA 6153
Level 1, Suite 4, 255 Beaufort Street, Perth WA 6000

Contact: Randall Stout

Zacary Leeson – HPH Solutions

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

  • 2018 & 2019 – FPA Community Service Award sponsored by Future2 Foundation
  • 2020 – FPA Certified Financial Planner Professional of the Year
  • 2020 – Senior Adviser at FPA Professional Practice of the Year (HPH Solutions)
  • FASEA Approved
  • CFP since 2015
  • Diploma Financial Planning
  • Bachelor Commerce (Corp Finance) & Bachelor of Science (Human Movement)

Community Service

  • 2020/21 Treasurer FPA WA Chapter & Future2 Ambassador
  • President – Leading Youth Forward, not for-profit 2018 till current
  • Mentor – Leading Youth Forward – 2013 – current

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

Contact: Zacary Leeson

Sarit Shah – Enlighten Financial Services

Sarit has experience of over 16 years in financial planning. The highest qualification he holds is a degree in Master of Financial planning. He established Enlighten Financial Services in 2009, which is based in the Northern Suburbs of Perth (Joondalup).

He has extensive knowledge in all areas of financial planning including investments, superannuation, insurances, tax effective strategies and retirement. He strives to build strong ongoing relationships by providing strategies to improve his client’s current financial and tax position to build their wealth. He works towards developing long-term client relationships with his clients and their families, with the aim of not only helping them achieve financial freedom, but also being available to provide advice to help them move beyond any financial obstacles that could occur in the future.

We make the often complicated financial planning process easy to understand, and design strategies based on your individual needs, goals and objectives.

So whether you are approaching retirement, have a young family, starting a business, changing careers or moving from two incomes to one, we can help you to secure your financial future. You can visit our office or we can come see you at the comfort of your own home.

Click on the following link to view some of the reviews from his existing clients: https://www.adviserratings.com.au/advisers/sarit-shah#reviews

Office
10/3 Hampton Court, Joondalup WA 6027

Contact: Sarit Shah

Remo Venditti – Insipred Money

Remo is a qualified Certified Financial Planner (CFP), Certified Money Coach (CMC), Chartered Accountant (CA) as well as a committee member on the Western Australian Financial Planning Association (FPA) chapter. He has a wealth of experience in the financial services industry and prides himself in offering his clients comprehensive and expert advice. 

Having more than 6 years of prior experience as an advice quality officer and accountant, Remo is able to draw upon a vast array of knowledge and skills to ensure his clients receive the best comprehensive advice there is to offer. Specialising in wealth creation, Remo makes use of the most innovative and effective strategies to ensure his clients achieve their personal as well as financial goals and dreams.

“Plans go wrong for lack of advice; many advisers bring success” is a quote that has motivated Remo to become a Goals Coach as well as Financial Planner in order to help a diverse range of people across all walks of life no matter their age, occupation or current financial situation. Remo loves keeping his knowledge up to date and is always looking for personal development or studies relevant to his field, to progress himself in his line of work and to ensure he offers his clients the best and latest advise there is to offer.

Outside of work Remo is happily married and loves travelling as well as keeping active. Remo is furthermore an active member of his community and donates much of his time to serve those around him as a means to sowing seeds for the future of the next generation.

If you are looking to take your first step in achieving your goals and dreams, get in contact with Remo now!

Office
Suite 4, Level 1, 610 Murray Street, WEST PERTH WA 6005

Contact: Remo Venditti

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

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