We are an independently licensed and privately owned financial planning firm which was Awarded an Independent Australian Financial Services License (AFSL 321924) in 2007. We are able to provide our clients with a vast range of products and services that are tailored to their specific circumstances including; superannuation, investments, retirement planning, business and risk strategies, cash flows, direct property advice, personal insurance and investment options.
We inform our clients about the commitment we will make to them. We educate our clients to build a stronger working relationship. We assist our clients in achieving and maintaining their desired goals. Our commitment to inspire and empower our clients makes us a leader in the financial planning field.
Principal - Allan Butson - The services offered by Wealth Merchants Australia can be directly attributed to the experience and knowledge of Allan who has worked in the financial planning industry since 1983. Allan not only holds a Diploma of Financial Services (Financial Planning) but also a Master of Professional Accounting.
Whether starting out or planning for retirement Allan is committed to providing his clients with specialist advice by working with them and understanding their current circumstances, future needs, lifestyle objectives and financial goals.
Our Team - To ensure all clients receive superior service Allan is supported by a dedicated administrative team. Each team member is experienced in the financial planning industry and provides professional assistance to clients in a friendly and enthusiastic manner.
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12 Bayly St, Geraldton, WA, 6530
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