I have worked in the financial planning industry since 2000, starting my career working in my father’s company. I originally joined the industry as I wanted to work with my father, however I began to realise how much I could help people and it really became a passion. I love helping people, being there when they need me and providing them with the guidance to achieve their financial and lifestyle goals. I have worked with a range of different types of clients, from mums and dads to high net worth clients, small businesses and larger companies. I really enjoy working with families and knowing that I can provide real value to their financial situation. Being married with a young daughter, I understand the importance of protecting and providing for my family. I have experience in all areas of advice, from personal insurance to wealth accumulation, debt reduction and retirement planning. I look forward to meeting you!
Glen has been a breath of fresh air! He has made the forecast of our retirement so much more brighter and been beyond helpful in all areas. I've been so happy to recommend Glen to multiple people and will continue to do so. It's so rare to come across someone with his level of knowledge, integrity and honesty.
Glenn is easy to talk with and everything has been explain properly. I am confident recommending him to others.
Glen has given my husband and I advice on our life insurances and income protection and was able to explain easily what we required to be suitably covered. . Glen was always able to explain things to us in a clear and logical manner and assisted us to make the best decisions for our future. Through Glen's knowledge and experience, I feel very confident that the advice given was right for our needs. Glen provided us with excellent customer service and was always available to meet our needs, and was extremely patient in working with us. Will certainly recommend Glen to others looking for similar services.
Glen was very knowledgeable in advising us on what we needed to do to prepare for the transition to retirement. He sorted our assets and advised on the best products to meet our specific requirements. He guided us through the various stages and keeps us updated consistently. Would thoroughly recommend Glen to anyone wanting to get on top of their super and have a better understanding of what is required for retirement.
Glen has been supporting us and our finances for a long time and I respect and appreciate his advice. He has been able to assist when we have been through financial difficulties and made it less stressful at that time. I have always been confident with his advice and usually follow it as stated but he is always open to discussion about the process and any misgivings we may have. I have and would recommend him to all my friends and any businesses that require good financial advice and support.
- Adviser status Silver
- Number of reviews 7
- First year providing advice 2000
- Years of experience 23
- Advanced Diploma of Financial Planning
CMW Financial Planning361B Cambridge St
Wembley, WA 6014
- 9:00am – 5:00pm Monday – Wednesday, Friday
- 9:00am – 9:00pm Thursday
Alliance Wealth Pty Ltd