Wealth & Security Planners exists to serve the needs of our clients, as they forge towards their personal and financial objectives.
Our business is focused on long-term relationships based on trust, transparency and open communications.
Call Taryna or Cherie on +61 8 6556 2900 to arrange a time to discuss financial planning the way you want it to be.
Direction and help
There are many ways of gaining financial wealth and security. Some prefer to do-it-themselves. Others will seek direction from time-to-time, just to make sure they are on the right pathway. Others again would prefer not to be too heavily involved in their finances.
Our clients come from all walks of life and each sees our services in a slightly different way – because at Wealth & Security Planners, we treat our clients as individuals.
We’re here to help.
Wealth & Security Planners and Streamline Financial Planning are the business names operated by WSP Pty Ltd, a private company owned by entities associated with current and previous advisers of the business.
Directors of WSP Pty Ltd
The directors of WSP Pty Ltd are John Claessen, Michael O’Hara and Simon Tomkinson. Each director is also a Senior Adviser within the business.
How are we licenced?
Australian Financial Services Licence (“AFSL”)
All our advisers are Sub-Authorised Representatives of WSP Pty Ltd (ARN 241386).
WSP Pty Ltd is a Corporate Authorised Representative of Australian Financial Directions Pty Ltd (“AFD”) ABN 14 135 004 947, which holds an Australian Financial Services Licence Number 344971.
WSP Pty Ltd is trustee of the SFPS Unit Trust, which trades under two names:
Wealth & Security Planners
Streamline Financial Planning
You can find details of all registered Australian financial advisers on the government website www.moneysmart.gov.au operated by the Australian Securities & Investments Commission (“ASIC”).
Australian Credit Licence (“ACL”)
Kerry Franklin is also an Authorised Credit Representatives of BLSSA Pty Ltd, which holds an Australian Credit Licence No. 391237 (ACN 117 651 760).
WSP’s offices are located at Level 1, 197 Adelaide Terrace in East Perth, Western Australia. Our advisers and staff provide assistance to clients across Australia, including a number of clients who are living overseas. Our contact details can be found here.
Grandfathered commissions is a term that is receiving a lot of airplay at the moment through the Royal Commission. The term is used so often and to cover so many different concepts that I thought it might be helpful to spend some time discussing just what “grandfathered commissions” actually refers to. It’s also helpful to …
From time-to-time our clients will raise issues that cross a range of topics. Although most of our work is done in quiet consultation with individuals, there will be times when a broader voice can help shine new and interesting perspectives on topical issues. This blog is driven by our long term relationship clients. We hope …