Mike Bennett

Mike Bennett

SSA
Company
Bennett Wealth Group
Title
Strategy Advisor
Profession
Financial Planner
Address
57 Adams Rd, Red Hill WA 6056, Australia
Phone
08 9274 2888
Qualifications
Financial Planning (Advanced Diploma) - Deakin University
Certified Financial Planner (Other) - FPA
SSA (Designation) - SMSF Association, 2018
Advisor

Summary

We are Perth-based, privately owned and operated by the financial advisors who work in the business. Our focus is on developing personalised and very effective investment, finance and tax planning strategies. We charge fees for our services rather than rely on commissions from products. We have our own Australian Financial Services License. This gives us the flexibility to provide the advice our clients need rather than being restricted by an institutionally owned licensee. Importantly, our client facing advisors are CERTIFIED FINANCIAL PLANNERS®. We actively manage our client’s affairs so they can focus on enjoying life and ultimately have choices. Choices about what job to take, whether to start a business, when to retire, whether to buy another property or invest in shares, or to take 3 months off and travel.

Get in touch with Mike Bennett