Empowering clients in the south-Westof WA by creating and protecting their wealth. Looking after retirees, professionals and small business owners we look to put in place strategies to create retirement plans , protect wealth and ensure smooth succession within family run businesses
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 1995
- Years of experience 30
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Highest qualification
- Postgraduate Diploma of Financial Planning
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Language spoken
- English
Legacy Private Wealth Pty Ltd
7 Mindalong ClSouth Bunbury, WA 6230
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Insight Investment Services Pty Ltd
AFSL 309996