Specialist Advice Services

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  • What We Do
    • Wealth Management
    • Superannuation
    • Retirement Planning
    • Personal & Family Protection
    • Business Protection
      • Loan Protection
      • Key Person Protection
      • Shareholder Protection
      • Fixed Overhead Protection
    • Equity Lending
    • Estate Planning
  • Our Process
  • Our Team
  • Contact
  • Wealth Management
    Superannuation
    Personal & Business Insurance
    Retirement & Estate Planning
    A Better Experience
    Our primary objective is to assist our clients in making informed and intelligent decisions in regards to their Financial and Personal needs.
    Specialist Advice Services is a privately owned Financial Services business that focuses on solutions, not products. We offer clients a high level of personalised service with holistic advice to ensure their affairs are managed without unnecessary complication or expense.
  • Wealth Management
    Superannuation
    Personal & Business Insurance
    Retirement & Estate Planning
    A Better Experience
    Our primary objective is to assist our clients in making informed and intelligent decisions in regards to their Financial and Personal needs.
    Specialist Advice Services is a privately owned Financial Services business that focuses on solutions, not products. We offer clients a high level of personalised service with holistic advice to ensure their affairs are managed without unnecessary complication or expense.

What we can do for you

Strategic financial advice is an outcomes-focused process, where we consider a wide scope of your circumstances including:

Wealth Management


Superannuation


Retirement Planning


Personal and Family Protection


Business Protection


Equity Lending


Estate Planning


Meet Our Team

Daniel Poultney
Daniel Poultney

Director

Louis Zammit
Louis Zammit

Director

Raiha Timu
Raiha Timu

Associate Adviser

Melanie Norville
Melanie Norville

Administration Manager

Paul Mullins
Paul Mullins

Financial Planner

Monique Manolios
Monique Manolios

Client Service Officer

Contact Us – 1300 615 232


[email protected]

Level 1, Suite 5, 100 Mill Point Rd
South Perth WA 6151

PO Box 940,
South Perth WA 6951

 
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