Brand profile · Financial Services

WP Financial Planners

Perth-based WP Financial Planners operates in Financial Services. Ownership is privately held; it publishes at wpfp.com.au. It holds one address on record, all in Australia. The record counts 3 people. Tagged wealth creation, cashflow management and superannuation. It is listed alongside six similar brands, mostly in Financial Services.

wpfp.com.au LinkedIn

Profile live Privately Held Founded 1985 1 office country
Counted staff
3
self-reported 2–10 band
Founded
1985
41 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

Australian owned, operated and managed

It feels good to know that your future is supported by a real person, not just a big business or faceless institution — someone who cares enough to take the time to know you, understand you and be there to work with you on an ongoing basis. At WP Financial Planners, that’s how we enable you to make the right financial decisions.

A bit of history…

In 1985 a select group of Australia’s leading financial advisers shared a common vision to create a client focused financial advisory business. These advisers joined forces and formed ‘Western Pacific’. They created a business with the mission of working together to empower clients, without being constrained by rigid structures laid down by financial institutions, banks, investment houses or insurance companies. Since that time, Western Pacific financial planners have helped thousands of Australians work towards their personal financial goals.

We are now part of Australia's largest non-bank, non-insurer financial advice company, IOOF, which has been established since 1846. IOOF is the parent of Consultum which provides our license to advise. Consultum is a member of the industry professional body, the Financial Planning Association (FPA). The FPA represents the interests of the public and Australia's professional community of financial advisers and has more than 10,000 members and affiliates.

At WP Financial Planners we have highly skilled and experienced advisers. This ensures that all clients receive sound, high quality advice that meets the best practice standards. WP Financial Planners is an authorised representative of Consultum, which holds an Australian Financial Services License (AFSL). This means we are licensed by the Australian Securities and Investment Commission (ASIC) to provide you with advice on a range of financial issues and products.

Specialties

All 11 specialties
  • Financial Planning
  • Wealth Creation
  • Risk Management
  • Estate Planning
  • Cashflow Management
  • Superannuation
  • Investments
  • Retirement Planning
  • Aged Care
  • Self Managed Super Funds
  • Debt Management

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

  • AU355 Scarborough Beach Road; Building E; Perth, WA 6017Primary

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Signals & hiring

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Financials

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People & contacts

1 employee profiles on record · names withheld.

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FAQ

How many people work at WP Financial Planners?

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

Where does WP Financial Planners have offices?

One address on record, Australia only. Primary: 355 Scarborough Beach Road, Building E, Perth, WA 6017.

Has WP Financial Planners raised funding?

None linked to this brand.

What does WP Financial Planners list as its specialties?

11 tags on the brand's own list, among them wealth creation, cashflow management and superannuation.

Which companies are listed alongside WP Financial Planners?

Six peer profiles on record: Finsure Loans and PictureWealth.

What is WP Financial Planners's website?

wpfp.com.au