The best financial advisors in Perth.
Certified Financial Planner
It is fair to say that most people growing up don’t long to be a financial planner. Growing up in the small town of Waroona, I hadn’t even heard of the profession. My days were more concerned with friends, holidays… More info
Founder and Director
I began my working career not in the financial service industry, but in sport and recreation. I was a manager of various recreation centres around Perth. Playing cricket, time with friends was my focus for my early adult years. I… More info
Director, Financial Planner
The Principal of Globe Financial Planning is David Sharpe. David is a Certified Financial Planner and holds a Bachelor of Commerce (With Distinction) from Curtin University. In 2016, David was shortlisted as one of the top 3 CFP professionals in… More info
Principal | Wealth Adviser
2021 Certified Financial Planner Professional of the Year Kathryn Creasy joined Capital Partners in 2014, after eight years working at a stockbroking firm. At the time she was looking for a change – an opportunity to help people, to provide… More info
Director
Specialties: Superannuation, Investment and Insurance Advice in an easy to understand, with unbias strategies and recommendations More info
Financial Adviser
Qualifications: Diploma Financial Planning, Grad Diploma Financial Planning, Masters of Applied Finance, Certified Financial Planner (CFP), PLD (Exec. MBA) Harvard Business School Interests: Family, Sport, AFL (North Melbourne), Travel, Community / Social Enterprise What is a Rich Life for You?: A Rich Life… More info
Director, Certified Financial Planner
Pippa Elliott founded Momentum Planning in 2002, with a passion for holistic and commission free advice. As a Certified Financial Planner with over 20 years of financial services experience, Pippa has been widely recognised within the profession for business innovation,… More info
Adviser, Director CFP
Stuart has been providing financial advice since 1987. He holds the internationally recognised Certified Financial Planner™ or CFP® qualification. He has completed a Diploma of Financial Planning. With these qualifications and experience he is well qualified to help clients achieve… More info
Principal | Wealth Adviser
Michael has been in the financial planning industry since he graduated in 2002. He joined us as an associate in 2004 after meeting Capital Partners’ founder David and seeing the huge potential in our fee-based model – potential for clients,… More info
SMSF Specialist Adviser
Paul works with clients experiencing life’s changes and who value financial advice beyond what they have previously experienced. Traditionally, most people expect a financial adviser’s ability to be tied to just investment performance or money. Whilst these things are important, most… More info