Welcome to Equitem

- Protect Your Money, Control Your Future -

Financial Advice | Accounting | Business Consulting | Technology Services | Bookkeeping | Mortgage Broking

"A team committed to relationships, not transactions"

We get to know you

Our engagements are based on what you need, so we start by understanding your situation, goals and priorities

then build the strategy

We explore wealth creation and protection options to build your personalised strategy

implement the plan

After collaboratively agreeing on a strategic approach, we action it and establish your portfolio

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

Log in to your services:

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.

Bradley Ellison

David Palfrey

Elle Ross

Mike Callanan

Enquiries and Contact

General enquiries: clientservices@equitem.com.au

Or call us on: (08) 9204 1266

Office Hours

Our hours of operation are 9am to 5:30pm Monday to Friday

(after hours appointment may be available on request)

Office Address

Unit 5, 186 Main Street, Osborne Park, WA 6017

Postal Address

PO Box 347, Osborne Park, WA 6017

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