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Financial Planning

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 own 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 out clients as individuals.

Try us. We’re here to help.

Wealth & Security Planners was founded in 1996, but our full history goes back as far as 1962, and all the time helping people with their wealth and security plans.

WSP’s commitment to you

Wealth & Security Planners exists to serve the needs of our clients, and provide advice and services to help them forge towards their personal goals and financial objectives.

Our business is focused on long-term relationships based on trust, transparency and open communications.

Call Taryna on +61 8 6556 2900 to arrange a time to discuss financial planning the way you want it to be.

Direction and help

The benefits of working with a financial planner are many and varied. Better knowledge and understanding of your accounts, loans and superannuation. Clear targets to meet your plans for retirement – whether that’s a lifetime away or just around the corner. Having access to someone who knows your financial position and can help with the myriad financial opportunities and decisions life throws at us all.

People who’ve never worked with a professional planner are sure they don’t need one. Long-term clients of professional planners wonder how they had coped without one.

The major benefit a professional planner provides though, is financial peace of mind.

We’d love to help you, too. Just call to arrange an appointment with one of our planners today.

About us

Our Advisers

WSP Wealth and Security Planners Michael-O'Hara
Michael O’Hara Authorised Representative No. 241386. Click image for link to Michael’s Adviser Profile.

WSP Wealth and Security Planners John-Claessen
John Claessen Authorised Representative No. 241385. Click image for link to John’s Adviser Profile.

WSP Wealth and Security Planners Simon-Tomkinson
Simon Tomkinson Authorised Representative No. 241387. Click image for link to Simon’s Adviser Profile.

WSP Wealth and Security Planners Kerry-Franklin
Kerry Franklin Authorised Representative No. 241383. Click image for link to Kerry’s Adviser Profile.

Ownership

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 licensed?

Financial Services

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

All our advisers are Sub-Authorised Representatives of WSP Pty Ltd (ARN 241386).

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”).

To view AFD’s Privacy Statement – click here.

Credit Services

Kerry Franklin is also an Authorised Credit Representative of BLSSA Pty Ltd, which holds an Australian Credit Licence No. 391237 (ACN 117 651 760).

View the combined Credit Guide and Privacy Statement – click here.

Our Offices

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.

WSP Wealth and Security Planners advisers

We look forward to seeing you there.

Blog

Posted on

Communication

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 …

Continue reading “Communication”

Contact

Our office is located in East Perth, Western Australia.

For general enquiries, please email : planners@wsp.com.au.

For specific queries on your account, please contact Taryna

on our new phone number +61 8 6556 2900.

WSP Wealth and Security Planners Taryna Botek
Taryna Botek – Client Services