Warren Loudon

Loudon Private Wealth

Gold
12 Yrs Experience
Pagewood, NSW 2035

Warren Loudon is the founder and principal adviser at Loudon Private Wealth. Since 2012, he has been helping individuals and families make confident financial decisions through clear, practical advice tailored to their goals.

Holding qualifications - including a Graduate Diploma in Financial Planning and the FChFP designation - Warren combines technical expertise with a personal, client-first approach. He founded Loudon Private Wealth to offer transparent, unbiased advice focused on long-term relationships, not products.

Warren is known for being approachable, thoughtful, and genuinely invested in helping his clients grow, protect, and enjoy their wealth with confidence.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Initial advice fees range between $4,950 (including GST) for straightforward initial advice and $9,890 (including GST) for initial speciality SMSF advice.

Ongoing advice fees start at $1,320 per client per annum. We offer a tiered fee scale (starting at 0.88%, including GST), which can be reviewed in our FSG.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2013
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Loudon Private Wealth

41-51 Wentworth Ave
Pagewood, NSW 2035

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Walker Lane Pty Ltd

AFSL 509305