AWT Financial Services

We provide a full range of financial planning, taxation and legal services to all of our clients. Through our licencing arrangement with Core Financial Services, we enjoy a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation and self-managed superannuation, estate planning, retirement and aged care planning, business advice and inter-generational financial planning. We use the latest technology available for office and advice automation and are able to respond swiftly and comprehensively to our client’s requests.

MULTI-DISCIPLINARY

We bring a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers to our clients and make sure each client improves their financial position as efficiently and as safely as possible.

ETHICS-BASED

Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.

CLIENT FOCUS

We continuously and proactively look for ways to improve our clients’ wealth, financial health and retirement planning, with all things being done in the pursuit of our core focus of enhancing client’s financial profile.

Send us a message

08 9303 8900

phil@awtfinancial.com.au

Level 2, 52 Davidson Terrace
JOONDALUP WA 6027

ABN 58 601 235 027 | Financial Services Guide |  Privacy Policy

AWT Financial Services Pty Ltd is a corporate authorised representative of Core Financial Services Pty Ltd (AFSL 480009)

General Advice Warning
All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.