Australian owned, operated and managed
It feels good to know that your future is supported by a real person, not just a big business or faceless institution — someone who cares enough to take the time to know you, understand you and be there to work with you on an ongoing basis. At WP Financial Planners, that’s how we enable you to make the right financial decisions.
A bit of history…
In 1985 a select group of Australia’s leading financial advisers shared a common vision to create a client focused financial advisory business. These advisers joined forces and formed ‘Western Pacific’. They created a business with the mission of working together to empower clients, without being constrained by rigid structures laid down by financial institutions, banks, investment houses or insurance companies. Since that time, Western Pacific financial planners have helped thousands of Australians work towards their personal financial goals.
We are now part of Australia's largest non-bank, non-insurer financial advice company, IOOF, which has been established since 1846. IOOF is the parent of Consultum which provides our license to advise. Consultum is a member of the industry professional body, the Financial Planning Association (FPA). The FPA represents the interests of the public and Australia's professional community of financial advisers and has more than 10,000 members and affiliates.
At WP Financial Planners we have highly skilled and experienced advisers. This ensures that all clients receive sound, high quality advice that meets the best practice standards. WP Financial Planners is an authorised representative of Consultum, which holds an Australian Financial Services License (AFSL). This means we are licensed by the Australian Securities and Investment Commission (ASIC) to provide you with advice on a range of financial issues and products.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 355 Scarborough Beach Road, Building E,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wpfp.com.au
- Keywords
- Financial Planning, Wealth Creation, Risk Management, Estate Planning, Cashflow Management, Superannuation, Investments, Retirement Planning, Aged Care, Self Managed Super Funds, Debt Management.
- HQ
- Perth, WA
Wp Financial Planners Questions
Wp Financial Planners's website is wpfp.com.au
Wp Financial Planners's LinkedIn profile is https://au.linkedin.com/company/wp-financial-planners
Wp Financial Planners has
3 employees.
View email and phone details for 3
employees at Wp Financial Planners.
Wp Financial Planners's industry is
Financial Services
Wp Financial Planners's top competitors are
Picturewealth,
Precept Financial Services,
Curtin Finance Society,
Alder & Partners Private Wealth Management,
William Buck,
Planlogic,
Finsure Loans.
Wp Financial Planners's categories are Financial Services
Wp Financial Planners's founding year is 1985
