Best Financial Planners in Western Australia

137 financial planners across Western Australia, ranked on evidence rather than advertising.

The short answer

The best financial planners in Western Australia, ranked on independent evidence rather than paid placement, are Mal Dobson & Associates in Ellenbrook (5.0 stars from 81 reviews, scored 86 out of 100), HPH Solutions in Midland (4.9 stars from 103 reviews, scored 86 out of 100), Proactiv Financial Solutions in Canning Vale (5.0 stars from 62 reviews, scored 85 out of 100), Cedar Wealth Money Managers in Baldivis (5.0 stars from 58 reviews, scored 85 out of 100) and AA Finance Solutions in Canning Vale (5.0 stars from 104 reviews, scored 85 out of 100). 137 financial planners in Western Australia are listed in total. Placement cannot be bought.

Verified 4 October 2026. Every listing is checked the same way, and a check that has not run is shown as a blank, not a pass. How we rank

100 of 137 independently corroborated · 62 with a confirmed phone number · every check ↓

Showing 1–60 of 137 financial planners in WA

Ordered by evidence, then by closest match. How this works →

  • Mal Dobson & Associates

    Ellenbrook, WA

    86.4/100
    5.0from 81 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 1987
    (08) 9259 5111Visit website

  • HPH Solutions

    Midland, WA

    86.4/100
    4.9from 103 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 2019
    (08) 9200 3123Visit website

  • Proactiv Financial Solutions

    Canning Vale, WA

    85.3/100
    5.0from 62 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 2014
    • Free quotes
    0408 505 877Visit website

  • Cedar Wealth Money Managers

    Baldivis, WA

    85.0/100
    5.0from 58 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (08) 9256 3788Visit website

  • AA Finance Solutions

    Canning Vale, WA

    84.9/100
    5.0from 104 reviews
    • Website live
    • Phone number matches
    • Trading since 2011
    • Free quotes
    0433 068 970Visit website

  • Preston Wealth

    Denmark, WA

    84.8/100
    5.0from 56 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 6336 9449Visit website

  • R&R Wealth Solutions

    Armadale, WA

    84.2/100
    5.0from 48 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 9417 3881Visit website

  • Capital Managers

    Perth CBD, WA

    83.1/100
    5.0from 191 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 9443 9455Visit website

  • Enlighten Financial Services

    Joondalup, WA

    83.0/100
    5.0from 37 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 9300 2227Visit website

  • Barns Financial Services

    Ellenbrook, WA

    82.6/100
    5.0from 61 reviews
    • Website live
    • Phone number matches
    • ABN confirmed
    • Trading since 2018
    (08) 9256 5504Visit website

  • LUDA Financial Solutions

    Joondalup, WA

    83.2/100
    5.0from 39 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 2011
    (08) 9300 2553Visit website

  • Everest Wealth

    West Leederville, WA

    82.9/100
    4.9from 232 reviews
    • ABN confirmed
    (08) 6249 7266Visit website

  • Cornish Wealth Management

    Midland, WA

    81.9/100
    4.9from 35 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 2010
    (08) 6143 3792Visit website

  • Essential Financial Advice

    Bunbury, WA

    81.3/100
    4.9from 30 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 9721 9493Visit website

  • Finwest Wealth Management

    Canning Vale, WA

    80.8/100
    4.9from 27 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 9355 2133Visit website

  • Inspired Money

    Ellenbrook, WA

    81.1/100
    4.9from 53 reviews
    • Website live
    • Phone number matches
    • Free quotes
    (08) 6222 7909Visit website

  • Fiducian Financial Services - South Perth

    Armadale, WA

    80.6/100
    5.0from 22 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 9315 6800Visit website

  • Smith Coffey

    Subiaco, WA

    79.8/100
    4.9from 21 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • Trading since 1995
    (08) 9388 2833Visit website

  • Seneco Wealth

    Denmark, WA

    79.3/100
    4.8from 22 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    • ABN confirmed
    (08) 9321 2555Visit website

  • Precept Financial Services

    Osborne Park, WA

    79.6/100
    4.9from 100 reviews
    • ABN confirmed
    (08) 9204 2222Visit website

  • Sound Life Financial Services

    Albany, WA

    78.9/100
    4.9from 17 reviews
    • Independently corroborated
    • Website live
    • Phone number matches
    (08) 9841 1688Visit website

  • Wealthwise

    Fremantle, WA

    79.0/100
    5.0from 116 reviews
      (08) 9380 6333Visit website

    • Ally Wealth Management

      South Perth, WA

      78.9/100
      5.0from 66 reviews
      • ABN confirmed
      (08) 6222 4892Visit website

    • Boutique Advisers Pty Ltd - Personal Financial Advisers Subiaco

      Subiaco, WA

      78.9/100
      5.0from 65 reviews
        (08) 9381 8779Visit website

      • Blueprint Wealth

        South Perth, WA

        78.8/100
        4.8from 106 reviews
        • ABN confirmed
        (08) 9423 0300Visit website

      • A & T Financial Advisers Pty Ltd

        Joondalup, WA

        78.5/100
        5.0from 101 reviews
        • ABN confirmed
        (08) 9301 4259Visit website

      • Oak Advisory

        Ellenbrook, WA

        77.9/100
        5.0from 12 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        • ABN confirmed
        (08) 6424 8295Visit website

      • Fortis Wealth Management

        Perth CBD, WA

        77.9/100
        5.0from 12 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        0437 782 836Visit website

      • Precept Financial Services (Esperance)

        Esperance, WA

        77.6/100
        5.0from 11 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        • Free quotes
        (08) 9071 1210Visit website

      • bdhSterling

        Perth, WA

        78.0/100
        4.9from 117 reviews
        • ABN confirmed
        (08) 6180 2555Visit website

      • Strategic Prosperity Group - Financial Planning Specialists

        Baldivis, WA

        77.2/100
        5.0from 10 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        (08) 9445 9555Visit website

      • South City Brokers financial planning

        Joondalup, WA

        77.0/100
        4.8from 12 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        • ABN confirmed
        (08) 9344 2833Visit website

      • Incito Wealth Pty Ltd

        Carnarvon, WA

        76.7/100
        5.0from 9 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        • ABN confirmed
        • Trading since 2008
        • Offers a warranty
        (08) 9381 5407Visit website

      • Finnerty Mann Stephan Financial Planning

        Canning Vale, WA

        76.7/100
        5.0from 9 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        • ABN confirmed
        (08) 9474 9255Visit website

      • Smith Wealth Partners

        Ellenbrook, WA

        76.5/100
        4.7from 12 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        • ABN confirmed
        (08) 9286 6111Visit website

      • Forrest Private Wealth

        Denmark, WA

        76.2/100
        5.0from 8 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        • ABN confirmed
        (08) 9382 1866Visit website

      • Intuitive Financial Services

        Joondalup, WA

        76.2/100
        5.0from 8 reviews
        • Independently corroborated
        • Website live
        • Phone number matches
        • ABN confirmed
        (08) 9340 5800Visit website

      • Empire Financial Group

        East Perth, WA

        75.8/100
        5.0from 54 reviews
          (08) 9323 3000Visit website

        • Infinite Wealth

          Subiaco, WA

          76.0/100
          4.7from 124 reviews
          • ABN confirmed
          (08) 9438 6333Visit website

        • Investment & Financial Partners

          Midland, WA

          75.1/100
          5.0from 6 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          (08) 6189 8888Visit website

        • Corinne Gepp Financial Planner

          Fremantle, WA

          75.1/100
          5.0from 6 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          (08) 9433 2212Visit website

        • The Reformed Adviser

          Armadale, WA

          75.1/100
          5.0from 6 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          • Trading since 1970
          • Offers a warranty
          • Emergency callouts
          (08) 6365 5400Visit website

        • Future Wealth Planners

          Fremantle, WA

          75.1/100
          5.0from 6 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          • ABN confirmed
          • Free quotes
          • Emergency callouts
          (08) 9207 3844Visit website

        • Wealth Collective Financial Advice

          Dunsborough, WA

          75.6/100
          4.9from 38 reviews
          • ABN confirmed
          (08) 9202 6833Visit website

        • Church of Christ Carnarvon

          Carnarvon, WA

          74.7/100
          4.7from 7 reviews
          • Independently corroborated
          • Website live
          • Phone number matches
          0417 967 832Visit website

        • Evolve Wealth Management - Financial Advisors Perth

          Stirling, WA

          75.1/100
          5.0from 46 reviews
            (08) 9349 2269Visit website

          • Shadforth Financial Group

            West Perth, WA

            75.4/100
            4.9from 61 reviews
              1800 501 204Visit website

            • Foundation Partners

              Subiaco, WA

              74.4/100
              5.0from 5 reviews
              • Independently corroborated
              • Website live
              • Phone number matches
              • ABN confirmed
              (08) 9381 7474Visit website

            • Real Life Financial Planning

              Fremantle, WA

              74.4/100
              5.0from 5 reviews
              • Independently corroborated
              • Website live
              • Phone number matches
              • ABN confirmed
              • Free quotes
              0499 976 058Visit website

            • Aspire2 Wealth Advisers

              West Perth, WA

              74.7/100
              4.9from 52 reviews
              • ABN confirmed
              (08) 9322 7029Visit website

            • Reserve Wealth Financial Services

              Canning Vale, WA

              73.6/100
              5.0from 4 reviews
              • Independently corroborated
              • Website live
              • Phone number matches
              • Free quotes
              (08) 6114 6119Visit website

            • Acuity Advisers

              Subiaco, WA

              73.6/100
              5.0from 4 reviews
              • Independently corroborated
              • Website live
              • Phone number matches
              • ABN confirmed
              (08) 9322 1481Visit website

            • Viva Wealth

              Baldivis, WA

              73.6/100
              5.0from 4 reviews
              • Independently corroborated
              • Website live
              • Phone number matches
              • ABN confirmed
              (08) 6381 0112Visit website

            • Odyssey Network

              Baldivis, WA

              73.6/100
              5.0from 4 reviews
              • Independently corroborated
              • Website live
              • Phone number matches
              • ABN confirmed
              • Trading since 2013
              (08) 9208 1444Visit website

            • Design Financial Advisory - Financial Planners

              Canning Vale, WA

              73.6/100
              5.0from 4 reviews
              • Independently corroborated
              • Website live
              • Phone number matches
              • ABN confirmed
              (08) 6263 9933Visit website

            • Acumen Wealth Management

              Subiaco, WA

              74.1/100
              5.0from 37 reviews
              • ABN confirmed
              (08) 9382 8808Visit website

            • Ultimum Financial

              Perth CBD, WA

              72.9/100
              5.0from 57 reviews
              • Independently corroborated
              • Website live
              (08) 9481 3122Visit website

            • Scope Advisory

              West Perth, WA

              73.5/100
              5.0from 32 reviews
              • ABN confirmed
              1300 566 688Visit website

            • IVX Financial Planning

              Canning Vale, WA

              72.6/100
              5.0from 3 reviews
              • Independently corroborated
              • Website live
              • Phone number matches
              • Trading since 2010
              (08) 6317 9086Visit website

            • Altius Capital

              Perth CBD, WA

              72.6/100
              5.0from 3 reviews
              • Independently corroborated
              • Website live
              • Phone number matches
              (08) 9321 2722Visit website

            Financial Planners by location in WA

            A shortlist for your own area beats a state-wide ranking. 2 locations have enough financial planners to compare properly.

            What we hold on these 137 businesses. Not the site-wide average — the actual list below.

            corroboration confirmed
            73%corroboration confirmed100 of 13790% of 111 checked
            website confirmed reachable
            74%website confirmed reachable101 of 13792% of 110 fetched
            phone number confirmed
            45%phone number confirmed62 of 13761% of 102 compared
            ABN confirmed
            60%ABN confirmed82 of 137

            Financial Planners in other states

            Nobody on this page paid to be here

            There is no advertising product, no sponsored slot and no way to buy a position. The order comes from the checks described on the method page, applied identically in every category and every location.

            Read the methodReport a problem