Beverly Harvey

Momentum Planning Pty Ltd

Gold
12 Yrs Experience
North Perth, WA 6006

Recent reviews

Momentum Planning Pty Ltd

Suite 7 Level 1, 1 Albert Street
North Perth, WA 6006

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

The upfront planning fee is set however the ongoing fee is based on complexity of personal strategy and needs

Licensed by

Momentum Planning Pty Ltd

AFSL 322220

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Beverly has provided us with peace of mind her work with us collaboratively, to manage all aspects of our current and future finance plans. Excellent communication skills, attention to detail and a sound advisor who genuinely and continuously demonstrates support for our interests."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very attentive to our needs."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Although my principal financial adviser is Pippa Elliot for the past 10 years, Beverley has often provided me with background information on strategies discussed at our Review Meetings. Beverley is thorough and prompt and always presents a balanced argument for consideration. Pippa and Beverley are an outstanding team as well as individuals. i feel very fortunate that my financial future is in their capable hands. Our children, now in their mid 20's are being assisted by the Momentum Team and this gives us confidence for their financial strategy and bright future."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have already left a testimonial for Pippa Elliott of Momentum and my ratings and comments for Beverly are the same as those given for Pippa. I consider them both to be my advisers although I have not known Beverly quite as long as Pippa. Beverly is an integral part of the team and the team is excellent. I have had no hesitation in recommending them to friends."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
2003

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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