Financial planners in Perth?

rick62
31st-March-2008, 04:20 PM
Hi
I'm retired, in Perth and looking for a qualified financial planner or company able to provide quality fee-for-service advice.
A couple of our friends pretty much manage their own funds but use specialised firms for accounting records. Any thought along those lines would also be welcome.
My wife and I have a full SMSF with a trust deed etc. To date we have been using a friend who is a CFP. While he is very good there are times when the friendship has caused a little stress.
We both consider that it may be better if my wife and I go to a quality expert where the relationship can be purely a professional one.
Any advice would be welcome.
Regards
Rick

rowes
2nd-April-2008, 01:51 PM
Hi Rick,

My brother in law is one in perth, and no i dont get any spotter fees :). PM me if you would like his details.

Pat
2nd-April-2008, 03:24 PM
Best adviser I've worked with goes by the surname of Travanya. PM me if you need his number.

EZ Archive Ads Plugin for vBulletin Copyright 2006 Computer Help Forum