FINANCIAL PLANNERS WHO CARE
MEET OUR WISE OWLS IN PERTH
50 Years of Experience
Specialist Knowledge
Real
People
ROBERT CRANE | PERTH
DIRECTOR / FINANCIAL ADVISOR
Phone: (08) 6160 5925
Email: robert.crane@wiseowlfinancial.com.au
LinkedIn: Connect with Robert
Based in the captial of Western Australia, Robert Crane is the founder and owner of Wise Owl Financial.
Robert is a qualified Chartered Accountant practicing for almost 30 years, including the establishment of a successful accounting practice in Western Australia, prior to becoming a Financial Advisor. With a strong combination of both Accounting and Financial Planning, customers feel secure in the knowledge that Robert brings.
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Robert is also a qualified Certified Financial Planner (CFP) and has been assisting clients for over 20 years with their financial planning. In 2006, he extended his professional skills to a SMSF (Self Managed Superannuation Fund) Specialist Adviser.
Carlo commenced working in the financial planning industry in 2000 and has worked for both boutique advisory groups and large institutions.
Carlo specialises in working with clients to identify their individual financial goals, devise a strategy and manage the strategy to ensure financial and personal goals are achieved. He ensures his clients receive expert advice in a clear and concise manner to help them make informed and confident decisions about their financial future.
Carlo has successfully completed his Graduate Diploma in Financial Planning and Graduate Diploma in Applied Finance and Investment. He also is an accredited Self Managed Super Fund specialist.
CARLO BORRELLI | PERTH
FINANCIAL ADVISOR
Phone: (08) 6160 5925
Email: carlo.borrelli@wiseowlfinancial.com.au
LinkedIn: Connect with Carlo
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FIND US
You can find our Perth office at:
Level 1/100 Havelock Street, West Perth WA 6005