WealthCo Advisory

Welcome to WealthCo Advisory, a premier financial institution located at 162 Colin Street, West Perth, Australia. As an establishment specializing in finance, we are dedicated to providing top-notch wealth management services to our clients.

At WealthCo Advisory, we have a team of highly qualified and experienced financial planners who are committed to helping our clients make the most of the opportunities available to them. Our Certified Financial Planners, Slade, Gehan, Alexander, and Christian, possess extensive expertise in various areas of finance and are passionate about assisting clients in achieving their financial goals.

Slade, with his deep understanding of clients' financial situations and goals, leverages his experience to develop comprehensive wealth management plans. His areas of specialization include tax-effective wealth management strategies, debt management, retirement planning, self-managed super funds, estate planning, personal insurance, and aged care. With a Bachelor of Commerce from the University of Western Australia and prior experience as an Officer in the Royal Australian Air Force, Slade brings a unique perspective to financial planning.

Gehan, a Certified Financial Planner with more than 17 years of experience, believes that financial planning is about understanding what is important to each client. He works closely with clients and other specialists to help them identify and achieve their goals. With a Bachelor's Degree in Accounting & Finance and a Graduate Diploma in Management from Edith Cowan University, Gehan is well-equipped to provide comprehensive financial advice.

Alexander, a Certified Financial Planner with over 15 years of industry experience, has a vast knowledge of superannuation, investments, and insurance. Known for his superior technical knowledge and effective communication skills, Alexander works collaboratively with other professionals to find the best financial solutions for his clients. He holds a Diploma of Financial Advising from the Australian Securities Institute.

Christian, with more than 17 years of experience in corporate finance, stockbroking, and financial planning, prides himself on providing holistic advice to help clients achieve their goals. He believes that financial planning is not just about maximizing returns but also about helping clients achieve their aspirations. Christian holds a Bachelor of Commerce Degree from Curtin University and a Diploma of Financial Planning from Deakin University.

At WealthCo Advisory, we understand the importance of providing high-quality and affordable financial advice to Australians. We are committed to helping our clients build asset bases that generate tax-effective passive income streams, enabling them to enjoy their lives and pursue what is important to them.

Please note that Cleobelle Pty Ltd, G2M2 Pty Ltd, Grasslands Financial Planning Pty Ltd, and Argentum Capital Pty Ltd operate under the registered business name of WealthCo Advisory. We are corporate authorized representatives of Mont Partners Pty Ltd, an Australian Financial Services Licensee. Our registered office is located at 16/162 Colin Street, West Perth, WA 6005.

Join us at WealthCo Advisory and let our experienced financial planners guide you towards a secure and prosperous financial future.