Western Australia, Perth 1

FINANCIAL PLANNERS WHO CARE

MEET OUR WISE OWLS IN PERTH

50 Years of Experience

Specialist Knowledge

Real
People

ROBERT CRANE | PERTH

DIRECTOR / FINANCIAL ADVISOR

View FSG Profile

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.

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

View FSG Profile

Phone: (08) 6160 5925

Email: carlo.borrelli@wiseowlfinancial.com.au

LinkedIn: Connect with Carlo

TRUSTED PARTNERS

Knox Legal (B&W)

Based in Western Australia, Fort Knox Legal have your local, national and international legal needs covered. They provide local solutions on a regional scale. Visit Fort Knox Legal's website for more information.

Loans made simple. Brokers negotiating with over 62 lenders to get you the most competitive deal.

Get started today.

Sovereign%20Partners%20(Colour%201)_edit

For over 15 years Sovereign Partners has assisted clients in Perth with exceptional customer service and proactive business & tax advice. Visit Sovereign Partner's website for more information.

FIND US

You can find our Perth office at:

Level 1/100 Havelock Street, West Perth WA 6005