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Independent financial advisers: Perth and WA

SuperGuide has always recognised that financial advice can add significant value to your retirement plans, so long as it’s truly independent, free from conflicts of interest and in the best interests of the clients.

The challenge is finding it. With that in mind, we’ve been tracking Australia’s independent financial advisers since 2010 and compiled a nationwide directory to save you some of the legwork. Listed below are the independent financial advisers that are based in Perth and across WA.

But before we get to the list, it needs pointing out that not just any adviser can declare they are independent. There are rigorous standards that must be complied with. Click the button below to learn what defines independent financial advice.

Under Section 923A of the Corporations Act 2001, a financial adviser may only describe themselves as independent, impartial or unbiased if they meet all of the following conditions:

  • They do not receive conflicted remuneration as defined in Corporations Act 2001 (Cth) Pt 7.7A Div 4;
  • They are not subject to any direct or indirect restrictions relating to the financial products they can recommend; and
  • They have no associations or relationships with product issuers that could reasonably be expected to influence the advice they provide.

The advisers listed below have signed a declaration confirming they meet these conditions.

Perth independent financial advisers

Bassendean

Netplan

PO Box 30

Bassendean

WA 6934

www.netplan.com.au

AFSL: 539778

Advisers
Nicholas Bruining nick.bruining@gmail.com (08) 93811964

Como

HPH Solutions

123 Melville Parade

Como

WA 6152

www.hphsolutions.com.au

AFSL: 337755

Advisers
Emma Cork ecork@hphsolutions.com.au (08) 92003123
Jeff Petrie jpetrie@hphsolutions.com.au (08) 92003123
Jodie Wickham info@hphsolutions.com.au (08) 92003123
Michael Pyne mpyne@hphsolutions.com.au (08) 92003123
Nicholas John Bordi nbordi@hphsolutions.com.au (08) 92003123
Paul Burton pburton@hphsolutions.com.au (08) 92003123
Rob Pyne rpyne@hphsolutions.com.au (08) 92003123
Thomas Sweeny tsweeny@hphsolutions.com.au (08) 92003123
Zacary Leeson zleeson@hphsolutions.com.au (08) 92003123

East Perth

Andep Investment Consultancy

PO Box 3584

East Perth

WA 6892

www.andep.com.au

AFSL: 230176

Advisers
Liz Rae liz@andep.com.au (08) 92255899

Kensington

VTA Financial Planning

64 Campbell St

Kensington

WA 6151

www.vtafinancialplanning.com.au

AFSL: 549226

Advisers
Hoa Vinh Ta vinhta@vtafinancialplanning.com.au 0484 025819

Menora

Future Wealth Planners

204 Walcott Street

Menora

WA 6050

www.wealthwiseplanning.com.au

AFSL: 340289

Advisers
Cathy Rademeyer cathy@fwcentre.com.au 0407 527570

Midland

Jarrah Bridge Financial Planning

43 Victoria Street

Midland

WA 6056

www.jarrahbridge.com.au

AFSL: 536661

Advisers
Annette Sinclair annette@jarrahbridge.com.au (08) 92502056
James Robinson james@jarrahbridge.com.au (08) 92502056

Mount Lawley

Cornish Wealth Management

Suite 6

39 Railway Parade

Mount Lawley

WA

perthfinancialplanning.com.au

AFSL: 436740

Advisers
Chris Cornish chris@cornishwealth.com.au 0409 998330

Perth

Andep Investment Consultancy

Level 13, 251 Adelaide Terrace

Perth

WA 6892

www.andep.com.au

AFSL: 230176

Advisers
Dennis Barton dbarton@actuary.com.au (08) 92255899

South Perth

CY Financial Advice

68 South Terrace

South Perth

WA 6151

www.cyfinancialadvice.com.au

AFSL: 509648

Advisers
Bradley Clarke bclarke@cyfinancialadvice.com.au (08) 63715000
Christopher Young chris.young@cyfinancialadvice.com.au (08) 63715000
Samuel Graham sgraham@cyfinancialadvice.com.au 0410 824916

Subiaco

Oak Advisory

47 Hay St

Subiaco

WA 6008

www.oakadvisory.com.au

AFSL: 530257

Advisers
James Harper advice@oakadvisory.com.au (08) 64248295
williamgrant Financial Consultants

2/22 Railway Rd

Subiaco

WA 6008

www.williamgrant.com.au

AFSL: 515748

Advisers
David Jarrott david@williamgrant.com.au (08) 62820170
Melanie Davies melanie@williamgrant.com.au (08) 62820170

West Leederville

Bruining Partners

Level 1 115 Cambridge St

West Leederville

WA 6007

www.bruiningpartners.com.au

AFSL: 245514

Advisers
Christopher Pritchard chrisp@bruiningpartners.com.au (08) 9381 1964
Daniel Purslowe danielp@bruiningpartners.com.au (08) 93811964
David McGregor davidm@bruiningpartners.com.au (08) 9381 1964
Peter Webster peterw@bruiningpartners.com.au (08) 9381 1964
Stephanie Tang-Bowman stephtb@bruiningpartners.com.au (08) 93811964

West Perth

Globe Financial Planning

Suite 2, Level 1, 682 Murray Street

West Perth

WA 6005

www.globefp.com.au

AFSL: 499923

Advisers
David Sharpe david.sharpe@globefp.com.au (08) 94630047
Jessica Dean jessica.dean@globefp.com.au (08) 94630047

WA regional independent financial advisers

Drummond Cove

Independent Advisers WA

58 Hillview Drive

Drummond Cove

WA 6532

www.ifswa.com.au

AFSL: 533684

Advisers
Mick Steffan micksteffan@ifswa.com.au 0466 414321

East Bunbury

Rise Wealth Group

PO BOX 4224

East Bunbury

WA 6230

www.risewealthgroup.com.au

AFSL: 537399

Advisers
Peter Humble peter@risewealthgroup.com.au (08) 97251810

Are you an independent financial adviser?

If you’re an independent financial adviser that would like to be included on this list, please follow the instructions here.

Disclosure: SuperGuide is a Corporate Authorised Representative of Independent Financial Advisers Australia.

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