A full-service Financial Planning professional with over 20 years Corporate, Financial Services & Wealth Management experience, Les’s wide range of corporate experience enhances his ability to understand & articulate clients' financial & lifestyle challenges with great clarity. Les has the unique ability to explain often highly technical financial concepts in simple and easy to understand language & provide clear guidance & support throughout the financial planning process.
About Les: Commencing his corporate career in 1991, after serving several years in the ADF, Les worked in various senior executive roles servicing Corporate & Federal Government sectors including D.O.D, Foreign Diplomatic Services, Defence Signals Directorate, Dept of Aviation & other National roles in strategy, development, risk management, training & operations.
Notable successes include starting several successful greenfields business's across several industries and achieving international awards for sales management.
In 2005 Les commenced working in the finance sector & in 2009 achieved his goal of starting his own business establishing Prosperity Wealth Management (PWM) T/a Elders Financial Planning Perth, Authorised Representative of Elders Financial Planning Pty Ltd.
As Director of PWM, Les & his team work intimately with selected private & business clients to identify & understand their business & personal financial goals & aspirations & provide personalised advice solutions to achieve them.
Les's passion for helping clients, combination of over 20 years corporate & financial services industry experience, Grad Dip (Business Administration), Dip (Financial Planning), & Dip(Finance & Mortgage Broking), along with his dedication to personalised service give Les the insightful & essential knowledge & experience to help his clients achieve their Risk insurance, wealth creation, & retirement goals.
This passion was recognised in October 2013 & again in Oct 2017 when Les was awarded the Elders Financial Planning "Practice of the Year Award" for Elders Financial planning Advisers across Australia. Les is the current Senior delegate of the EFP Adviser consultative board that consults to EFP Management and is currently Chairman & Director of WA Not for Profit Organisation "Bridging the Gap".
we have a range of fee options to suit every client's needs and situation, for us its not about the fee its how we can assist.
Lez has been very professional with setting up my super and sorting out my plan to retirement i find Lez easy to talk to and very patient with explaining the process, I also believe Lez is very thorough regarding paperwork and his understanding of the system . i have and would recommend Lez to friends and family. Bruce.
Les has been our adviser for many years. Recently my partner has had to go into care as a result of dementia and this process has been extremely confusing and very difficult to understand. Les assisted us every step of the way and helped us understand the process, including the costings and the way that the system works so that we could get Len a great outcome in a great location. He is now under care and we have had our pension sorted and that has now increased and we have made sure that he is now receiving the best of care. Les was very helpful through the entire process and really cared about us and our needs without Les, we would have been lost . I have no hesitation in recommending Les to anyone that needs a financial adviser that really cares about his clients and understands how people feel in times of stress.
We are extremely happy with Les always there to help no matter how big or small the situation is we can ring Les anytime and he always has time for us Les knowledge is implacable. I must also point out, he has a lot of patience with us, as we are not computer savvy. Les has taught me a lot. Cheers
Les helped us through pensions and superannuation and most important liaising with Centrelink. This included private pensions in England and other employment related pensions from England. I felt that we could get in touch with him when things occurred that we were not sure how to deal with and he or one of his team would help. Above all a sense of humour helped We would recommend him to friends
Les is an outstanding advisor who brings not only knowledge but compassion and caring to his service. I would highly recommend him to anyone looking for a great advisor to take care of their financial needs long term.
- Adviser status Platinum
- Number of reviews 38
- First year providing advice 2009
- Years of experience 14
- Graduate Diploma of Business Administration
Prosperity Wealth ManagementSuite1, 58 Kishorn Rd
Mount Pleasant, WA 6153
- 8:30am – 4:00pm Friday
- 8:30am – 4:30pm Monday – Thursday
- In person
- Video call
Millennium3 Financial Services Pty Ltd