Banksia Partners Advisors In Wealth Management

Banksia Partners was founded for the express purpose of providing quality financial planning and investment services to a broad range of clients encompassing business owners, family groups and individuals.

At Banksia Partners we value and encourage long-term client relationships founded on mutual trust and communication. Our highly qualified and experienced advisers can assist and empower you to make the appropriate financial decisions that work towards the achievement of your financial goals.

As a privately owned firm operating under its own Australian Financial Services License, we have no ownership links with any bank, insurance company or financial product issuer. This means our advice remains objective and at ‘arms length’ from other service providers and financial institutions.

Each of our representatives is authorised under our Australian Financial Services Licence, is a salaried employee and adheres to our Guiding Principles.

Backed by independent investment research, continuing professional development and education, and strong business and compliance processes, our Advisers can provide you with sound financial planning and investment advice.