Financial advice can seem like a scary concept or a leap of faith
PKF Wealth advisers offer you comfort and transparency in decision making, removing the jargon to make seeking financial advice a rewarding and enjoyable experience.
- Feel financially secure
- Achieve your financial goals
- Get retirement-ready
- Budget and save regularly
- Increase confidence in making financial decisions
Melbourne
- Investment advice
- Risk management and insurances
- Retirement planning
- Wealth creation through superannuation
- Support and advice to help you set up a self-managed superannuation fund
- Tax effective strategies
- Estate and succession planning
Newcastle
- Investment advice
- Risk management and insurances
- Retirement planning
- Wealth creation through superannuation
- Support and advice to help you set up a self-managed superannuation fund
- Tax effective strategies
- Estate and succession planning
New England North West
- Investment advice
- Risk management and insurances
- Retirement planning
- Wealth creation through superannuation
- Support and advice to help you set up a self-managed superannuation fund
- Tax effective strategies
- Estate and succession planning
Perth
- Investment advice
- Risk management and insurances
- Retirement planning
- Wealth creation through superannuation
- Support and advice to help you set up a self-managed superannuation fund
- Tax effective strategies
- Estate and succession planning
- Finance broking
Sydney
- Investment advice
- Risk management and insurances
- Retirement planning
- Wealth creation through superannuation
- Support and advice to help you set up a self-managed superannuation fund
- Tax effective strategies
- Estate and succession planning
Meet our Wealth Specialists
Contact your local, expert financial adviser to take the first steps in getting closer to your goals.
Chris Davis
Financial Adviser / Executive Director
Greig Meyer
Financial Planner
Simon Lally
Director
Chris McKnight
Director
Craig Sawyer
Financial Adviser / Director
Megan Mann
Director
Damien Passmore
Senior Financial Advisor
Michael Purvis
Director
Mark Folpp
Financial Adviser
Tony Munday
Partner
David Henriksen
Partner
Andrew Russell
Financial Adviser
Daniel Clements
SMSF Specialist
Luke Kelly
Private Wealth Advisor
Dom Cosentino
Managing Partner – AdelaideAdelaide
Liam Murphy
Managing Partner – BrisbaneBrisbane
Ross Di Bartolo
Managing Partner – CanberraCanberra
John Swaine
DirectorCentral Coast
Matthew Butler
Managing Partner – Gold CoastGold Coast
Daniel Rands
PartnerHobart
Timothy Bow
Managing Partner – MelbourneMelbourne
Steve Meyn
Chairman – PKF Australia / Managing Director – Sydney & NewcastleNewcastle, Sydney
Brian Wall
PartnerNew England North West
Darren Shillington
Managing Partner – PerthPerth
Rebecca Latter
DirectorRockhampton