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Wes De Oliveira

Falcon Wealth Management

Bronze
4 Yrs Experience
West Perth, WA 6005

Due to a premature death of my parents, I learned at a very young age the importance of:

1. Being financially organised

2. Educating myself about investing

3. Planning for the future

I believe that financial advice is not just about investing It's about setting a plan that has clear

directions so that you can make informed decisions at all stages of your life.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2021
  • Years of experience 4
  • Highest qualification
    • Master of Financial Planning
  • Languages spoken
    • English
    • Portuguese

Falcon Wealth Management

C/O Centrepoint Tower, 123B Colin St
West Perth, WA 6005

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221