Welcome to Equitem
- Protect Your Money, Control Your Future -
Our engagements are based on what you need, so we start by understanding your situation, goals and values
Our engagements are based on what you need, so we start by understanding your situation, goals and values
We explore budgeting, wealth creation and protection options to build your personalised strategy
We explore budgeting, wealth creation and protection options to build your personalised strategy
After agreeing on the right approach, values and priorities, we implement your strategy
After agreeing on the right approach, values and priorities, we implement your strategy
We meet regularly and continuously monitor and review your strategy to ensure you remain on track
We meet regularly and continuously monitor and review your strategy to ensure you remain on track
Equitem featured on XY Adviser Podcast
Equitem featured on XY Adviser Podcast
When you partner with us, you can be assured that we always keep your best interests front of mind.
When you partner with us, you can be assured that we always keep your best interests front of mind.
Our zero commission flat fee pricing model is designed specifically to ensure transparency and value in every engagement.
Our zero commission flat fee pricing model is designed specifically to ensure transparency and value in every engagement.
Enquiries and Contact
Enquiries and Contact
General enquiries: clientservices@equitem.com.au
Or call us on: (08) 9204 1266
Postal Address
Postal Address
PO Box 347, Osborne Park, WA 6017
Bradley Ellison
Bradley Ellison
Elle Ross
Elle Ross
Mike Callanan
Mike Callanan
Financial Planning Licence - Integrated Financial Services (2001) Pty Ltd ACN 098 271 642 trading as Equitem is a Corporate Authorised Representative (No. 243 569) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFS Licence No. 331367