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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.

According to ASIC, which regulates all Australian financial advisers:

Under [Section 923A of] the Corporations Act, a person who carries on a financial services business or provides a financial service is prohibited from using the terms ‘independent’, ‘impartial’ or ‘unbiased’, or any other term ‘of like import’ in relation to the business or service except where the person meets certain conditions, such as not receiving any commissions, volume-based payments or other gifts or benefits.

Many of the financial advisers listed below belong to the Profession of Independent Financial Advisers (PIFA) which requires all members to meet the following criteria:

  • No ownership links or affiliations with product manufacturers. Impartiality is impossible where an adviser has links to a product manufacturer. Ownership links create an environment where the adviser resembles, at best, a well-intentioned salesperson.
  • No commissions or incentive payments from product manufacturers. Commissions are payments made by product manufacturers to their distribution network. They create a conflict of interest between advisers and their clients.
  • No asset-based fees. Asset fees, although authorised by the client, are calculated on the volume of business an adviser places with a product manufacturer. (On this basis, advisers who receive a percentage fee from an administration platform or wrap can’t describe themselves as independent.) Asset fees are incentives that prevent an adviser from being impartial and therefore create a conflict of interest between adviser and client.


The list below includes financial advisers who are not members of the PIFA but who have signed a declaration that they only charge fees for service, and do not receive any remuneration from:

  • Commissions or trailing commissions
  • Asset-based fees for service, including trailing income or fees based on a percentage of assets under management
  • Bonuses (of whatever description)
  • Conflicted remuneration as defined in the Corporations Act 2001 (Cth) pt 7.7A div 4
  • Any other form of monetary or non-monetary remuneration that could reasonably give rise to a conflict between their interests and the interests of their clients.

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. Daniel Brammall is a director of both Independent Financial Advisers Australia and the Profession of Independent Financial Advisers (PIFA).

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