Bennett Wealth Group
We are Perth-based and privately owned and operated by the financial advisors who work in the business. We have our own AFSL license which means we are able to provide the advice and services that our clients really need. Our clients are either high income earners wishing to build a substantial asset base to support their desired lifestyle or they have already built the asset base and seek our guidance to optimise and protect that wealth. Our measure of success isn't however the dollar based wealth of your family but the richness and broadness of the life you live. It's about relationships, growing as individuals and adding value through contribution. We believe we can only deliver on this with a small number of clients per advisor and this is much lower than the industry average. We still have capacity but we aren't for everyone so if you would like to talk to us about whether we are right for you and you are right for us then please reach out. Where we aren't right for you we generally know who is.
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Verified contacts
6
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
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Distinct roles
5
indexed titles
Tech stack
1
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Monthly traffic
1
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- KM
Kieran McErlean
Private Wealth Strategy Adviser · Other
EmailPhone - MC
Martin Cooke
Strategy Adviser - Director · Other
EmailPhone - SW
Stuart Webster
Private Wealth Strategy Adviser Director · Other
EmailPhone - CM
Courtney Mattner
Senior Paraplanner · Finance & Accounting
EmailPhone - SB
Shannon Bennett
Senior Paraplanner · Finance & Accounting
EmailPhone - MB
Mike Bennett
Private Wealth & Business Advisor to Successful Families - Wealth Management & Family Succession · Other
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Bennett Wealth Group
5 distinct titles indexed · top 5 shown.
- 2senior paraplanner
- 1private wealth & business advisor to successful families - wealth management & family succession
- 1private wealth strategy adviser
- 1private wealth strategy adviser director
- 1strategy adviser - director
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