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 our clients as individuals. How does that differ from standard financial planning approaches? Ask us about the Service Cube® and how it helps guide our support of your financial journey.

Our processes are focused on your entire financial journey. While we can, and will, help with one-off checks and research, our underlying philosophy is aligned with a total view of finances. If you want to know more, ask us about the Wealth Pyramid®. It’s a concept so integral to our business that we decided to register it as a trademark way back in 2002. The Wealth Pyramid® helps us guide you on the pathway to establishing a sound financial plan. If you’d like to know how, book a time to talk to one of our planners.

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. We’d love to help you.

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.

Our Advisers

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 276624).

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 our Privacy Statement – click here.

To view our Terms and Conditions – click here.

You can find our advisors’ Financial Services Guides (FSG’s) here:

• • • Michael O’Hara
    • Simon Tomkinson
    • Kerry Franklin
    • John Claessen

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).

Click here to view a copy of Kerry’s Credit Guide – click here.

Our Credit Licensee’s Privacy Policy can be found here – https://www.loanmarket.com.au/privacy-policy/

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.

We look forward to seeing you there.