This is a mobile optimized page that loads fast, if you want to load the real page, click this text.

Financial planners in Perth?

Joined
9 February 2008
Posts
1,229
Reactions
69
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
 
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.
 
Best adviser I've worked with goes by the surname of Travanya. PM me if you need his number.
 
Cookies are required to use this site. You must accept them to continue using the site. Learn more...