Brand profile · Financial Services

Westmount Financial

Westmount Financial runs a Financial Services operation from Perth CBD, Western Australia. Privately held, at westmount.com.au. It holds one address on record, all in Australia. It employs 3 people, on the record. It lists retirement planning, superannuation and financial planning among its specialties. The record links seven similar brands, most of them in Financial Services.

westmount.com.au LinkedIn

Profile live Privately Held Founded 1977 1 office country
Counted staff
3
self-reported 2–10 band
Founded
1977
49 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Born in Canada, Rick Maggi, owner of Westmount Financial, is an active Financial Adviser and Certified Financial Planner (CFP) with over 35 years experience. As a private consultant, Rick’s aim is a simple one - to provide effective problem-solving solutions, while minimising unnecessary complexities and jargon.

Looking forward, Rick’s broader aspiration is to see ‘financial advice’ evolve into a more approachable profession that all Australians can easily access with confidence.

Westmount Financial is located in the Perth CBD, Western Australia.

Specialties

All 4 specialties
  • Wealth Accumulation/Preservation
  • Retirement Planning
  • Superannuation
  • Financial Planning

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU108 St Georges Terrace; Level 24; Perth CBD, Western Australia 6000Primary

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Spending power

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Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

1 employee profiles on record · names withheld.

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FAQ

How many people work at Westmount Financial?

3 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Westmount Financial have offices?

One address on record, Australia only. Primary: 108 St Georges Terrace, Level 24, Perth CBD, Western Australia 6000.

Has Westmount Financial raised funding?

None linked to this brand.

What does Westmount Financial list as its specialties?

Four tags on the brand's own list, among them retirement planning, superannuation and financial planning.

Which companies are listed alongside Westmount Financial?

Seven peer profiles on record: Cornish Wealth Management and Securitas Protect.

What is Westmount Financial's website?

westmount.com.au