Welcome to Equitem
- Protect Your Money, Control Your Future -
Financial Advice | Accounting | Business Consulting | Technology Services | Bookkeeping | Mortgage Broking
Financial Advice | Accounting | Business Consulting | Technology Services | Bookkeeping | Mortgage Broking
"A team committed to relationships, not transactions"
"A team committed to relationships, not transactions"
Read how - Equitem puts you first!
Read how - Equitem puts you first!
We get to know you
We get to know you
Our engagements are based on what you need, so we start by understanding your situation, goals and priorities
Our engagements are based on what you need, so we start by understanding your situation, goals and priorities
then build the strategy
then build the strategy
We explore wealth creation and protection options to build your personalised strategy
We explore wealth creation and protection options to build your personalised strategy
implement the plan
implement the plan
After collaboratively agreeing on a strategic approach, we action it and establish your portfolio
After collaboratively agreeing on a strategic approach, we action it and establish your portfolio
and manage and optimise your finances
and manage and optimise your finances
We meet regularly and continuously monitor and review your strategy to ensure we're helping to achieve your goals
We meet regularly and continuously monitor and review your strategy to ensure we're helping to achieve your goals
Log in to your services:
Log in to your services:
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 flat fee pricing model is designed specifically to ensure transparency and value in every engagement.
Our flat fee pricing model is designed specifically to ensure transparency and value in every engagement.
Bradley Ellison
Bradley Ellison
David Palfrey
David Palfrey
Elle Ross
Elle Ross
Mike Callanan
Mike Callanan
Enquiries and Contact
Enquiries and Contact
General enquiries: clientservices@equitem.com.au
Or call us on: (08) 9204 1266
Office Hours
Office Hours
Our hours of operation are 9am to 5:30pm Monday to Friday
(after hours appointment may be available on request)
Office Address
Office Address
Unit 5, 186 Main Street, Osborne Park, WA 6017
Postal Address
Postal Address
PO Box 347, Osborne Park, WA 6017
Facilities
Facilities
- Free client parking is available on site
- Wifi
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
