Wit Shawcross

Wealth 360

Gold
10 Yrs Experience
Butler, WA 6036

Recent reviews

Wealth 360

8 Romsey Glade
Butler, WA 6036

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 6
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Applied Finance
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.85
6 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"I have been a client of Wit's for some time. He is very knowledgeable and delivers good sound advice for your future"

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

"Wit's advice has always been genuine, looking after our retirement portfolios. He's knowledge and experience, we feel very confident with advice given was right for our needs. Would recommend Wit to friends and family"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Financial markets can be very volatile and can change very quickly. The same can be said for any individuals financial situation, when something does change, being able to get access to information and being able to change your strategy is perhaps the most important aspect of financial planning. with this in mind, Wit has always responded promptly to any questions or requests I have made of him. This sets him apart from other planners."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Wit is friendly and very easy to talk to. He listens and responds in an efficient manner. My wife and I have sought advice on investments and shares and have made welcome changes to our preexisting situation. We are happy to remain as his client and hope to be able to better plan for our future based on his expertise and advice."

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

"Wit was really helpful and his advice was very simple and easy to understand"

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

"Wit has assisted with our retirement planning and streamlining our insurances. He has provided sound and balanced advice, specifically tailored to meet our circumstances and requirements. He genuinely cares about our future and outcomes and we have recommended him to family and associates and we wouldn't hesitate to continue to do so."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Margin Lending and Geared Investments

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

Bachelor of Business (International Business and Management)

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
2005

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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