Wayne Leggett

Paramount Financial Solutions

Gold
43 Yrs Experience
West Leederville, WA 6007
Even after almost four decades as a financial adviser, I find helping clients build a brighter financial future for themselves and their families as rewarding today as when my career began. My role is to help you make sound financial decisions. While the intellectual property a financial adviser brings to the process is obviously valuable, quite often our greatest contribution is the element of objectivity. They say sometimes you can't see the forest for the trees. But, it's very hard to see the tree when your nose is pressed against the bark!

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Our fees are in three stages: 1. Preparation of strategy following initial meeting(s); 2. Implementation of recommendations; 3. Engagement for ongoing service.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 13
  • First year providing advice 1979
  • Years of experience 43
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Paramount Financial Solutions

Suite 13, 135-139 Cambridge Street
West Leederville, WA 6007

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.90
13 Reviews
5
4
3
2
1
4.85
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"Always responsive and timely."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having dealt with Wayne for over 15 years I can comfortably recommend his professional services"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We get excellent advise from Wayne."

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

"We have been clients of Wayne's for over 10 years and are delighted with the results he has helped us achieve. His advice is always concise and easy to understand. He has always taken time to listen to our needs and answer any questions. Highly recommend his services to anyone looking to secure their financial future."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The first person I have spoken to about superannuation in years who had my best interests as his number one priority. Refreshing and intelligent advice without bias or prejudice. Straight talking, common sense approach to finances and retirement planning regardless of your current financial situation."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Wayne is a very honest, warm, gentle and generous spirited gentleman who always makes you feel welcome and that any question asked no matter how silly is always received with a genuine attitude to help and to help us understand. He has a wonderful sense of humour and is extremely knowledgeable and always explains things in depth so we can understand ."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I have used Wayne for the past 6 years. He has provided us with a number of tax effective strategies to support our future goals. His knowledge is excellent and we have valued his advice and support."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been with Wayne for over 15 years and in that time, with Wayne's expertise and guidance, we have built a solid financial position. With the recent untimely passing of my husband, I am so grateful for the financial security I have and for the ongoing help and support from Wayne, which has been invaluable."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Wayne had demystified the maze that is financial advice and superannuation these days. I don't have the time to work out what us the best way for us to handle our finances but Wayne does. My only regret is that we weren't introduced to him earlier. Would definitely recommend Wayne to anyone looking for a great financial adviser"

  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have developed a good working relationship with Wayne."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-6)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
1991

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1991

Diploma of Financial Planning (DFP 8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
1997

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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