FINANCIAL PLANNERS WHO CARE
MEET OUR WISE OWLS IN PERTH
50 Years of Experience
Specialist Knowledge
Real
People
ROBERT CRANE | PERTH
DIRECTOR
Phone: (08) 6160 5925
Email: robert.crane@wiseowlfinancial.com.au
LinkedIn: Connect with Robert
Based in Perth, Western Australia, Robert Crane is the founder and owner of Wise Owl Financial.
As a qualified Chartered Accountant practising for over 40 years and a Certified Financial Planner (CFP) and SMSF specialist for over 20 years, Robert has been advising clients throughout his career.
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With Carlo Borrelli now heading up the financial advising business in Perth, Robert no longer retains his financial planning qualifications. However, he maintains an active role in overseeing the business processes and service standards established over the years.
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With clients dating back over 40 years, Wise Owl clients are like family, and Robert remains firmly focused on ensuring the business continues to deliver exceptional client service. He also continues to play an active role in maintaining relationships with his long-term clients.
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
This website is published by Carlo Borrelli and/or Wise Owl Financial Pty Ltd. Carlo Borrelli 1243480, and Wise Owl Financial Pty Ltd 410930 are authorised representatives of Wealth Today Pty Ltd ABN 62 133 393 263, AFSL 340289.
The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars ‘Content’ has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into account in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of Wise Owl Financial Pty Ltd, Wealth Today Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This content is restricted to Australian residents and is for the intended recipient only. From time-to-time Carlo Borrelli and or Wise Owl Financial Pty Ltd representatives or associates may hold interest in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.
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