Glen Usher

CWM Financial Planning

Gold
23 Yrs Experience
Wembley, WA 6014

I have worked in the financial planning industry since 2000, starting my career working in my father’s company. I originally joined the industry as I wanted to work with my father, however I began to realise how much I could help people and it really became a passion. I love helping people, being there when they need me and providing them with the guidance to achieve their financial and lifestyle goals. I have worked with a range of different types of clients, from mums and dads to high net worth clients, small businesses and larger companies. I really enjoy working with families and knowing that I can provide real value to their financial situation. Being married with a young daughter, I understand the importance of protecting and providing for my family. I have experience in all areas of advice, from personal insurance to wealth accumulation, debt reduction and retirement planning. I look forward to meeting you!

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.96
  • Number of reviews 7
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

CWM Financial Planning

361B Cambridge St
Wembley, WA 6014

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221