Financial Planning - About Wealth Management

We currently operate across 4 states, offering financial planning services from our:

Head Office in South Australia at 62 The Parade, Norwood (phone 8132 9288)
ACT office at 105 Mawson Drive, Mawson (phone 6286 0564)
WA office at 430 Roberts Road, Subiaco (phone 9382 0457)
We also offer personal risk insurance advice from our Hunter Valley office, located at 5 South Avenue, Cessnock (phone 4990 0619).

Financial Planners are available for appointments at the following locations in South Australia:

Adelaide (Level 6, 44 Waymouth Street) Personal Financial Centre
Eastwoods at Norwood
Gawler Personal Financial Centre
Marion Personal Financial Centre
Mawson Lakes Personal Financial Centre
Modbury (Pelican Plaza) Personal Financial Centre
Mount Barker (Personal Financial Centre)
Port Augusta Personal Financial Centre
Salisbury Personal Financial Centre
Seaford Personal Financial Centre
Sefton Park Personal Financial Centre
Victor Harbor Personal Financial Centre
West Lakes Personal Financial Centre

Financial Planners are available for appointments at the following locations in ACT:

Belconnen Personal Financial Centre
Civic (Canberra) Personal Financial Centre
Dickson Personal Financial Centre
Gungahlin Personal Financial Centre
Phillip (Woden) Personal Financial Centre
Mawson (Southlands) Personal Financial Centre
Manuka Personal Financial Centre
Tuggeranong Personal Financial Centre

Financial Planners are available for appointments at the following locations in NSW:

Batemans Bay Personal Financial Centre
Belmont Personal Financial Centre
Cessnock Personal Financial Centre
East Maitland Personal Financial Centre
Glendale Personal Financial Centre
Gunnedah Personal Financial Centre
Kurri Kurri Personal Financial Centre
Muswellbrook Personal Financial Centre
Queanbeyan Personal Financial Centre
Raymond Terrace Personal Financial Centre
Singleton Personal Financial Centre
Salamander Bay Personal Financial Centre

Financial Planners are available for appointments at the following locations in WA:

Belmont Personal Financial Centre
Booragoon Personal Financial Centre
Cannington Personal Financial Centre
Fremantle Personal Financial Centre
Joondalup Personal Financial Centre
Kalgoorlie Personal Financial Centre
Karratha Personal Financial Centre
Karrinyup Personal Financial Centre
Mandurah Personal Financial Centre
Morley Personal Financial Centre
Paraburdoo Personal Financial Centre
Rockingham Personal Financial Centre
Subiaco Personal Financial Centre
Tom Price Personal Financial Centre

Appointments can also be arranged at agreed workplace locations.

Our Financial Planners:

South Australia
Trevor Klingner
Michael Schluter
Livio Tramontin
Andrew Woodrow
Michael Possemato
Phil Burt

ACT
Marie Cassidy
Rebecca Miller

NSW
Jan Liddell

WA
Rick Del Fante

Our financial planners have many years of experience in Financial Services, specialising in Government Superannuation, Redundancies, Retirement, Wealth Accumulation, Investment Strategies, Managed or Direct Investments, Superannuation and Rollovers, Taxation and Centrelink.

Click here to read about more about Financial Planners

Your initial interview is free of charge and places no obligation on you whatsoever.

Should you wish to arrange a further interview or proceed with having a Financial Plan (Statement of Advice) prepared, your adviser will then discuss all relevant fees and charges with you.

We are proud of our reputation for reliable, high quality advice and financial planning. Our aim is to ensure you enjoy a secure future, free from financial worry.

A Financial Services Guide will be provided to you upon request or issued at your first appointment. For more information, call us on

(08) 8132 9288 in SA
(02) 6286 0564 in ACT
(02) 4990 0619 in NSW
(08) 9382 0457 in WA

or send us an email.

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