Explore Wealth Management is a financial planning practice based in Applecross, Perth Western Australia. We are committed to helping you achieve your financial goals, and we pride ourselves on providing high-quality service and advice to all our clients.
Our diverse range of specialists allows us to offer you a range of financial solutions, covering home loans, mortgages, wealth creation, wealth protection, financial planning, insurance services, and retirement planning strategies.
Our financial planning team is here to help you plan towards your future, with strategies to suit your individual needs. The team can also help you achieve your goals, with a range of banking solutions to suit your needs.
Your team at Explore Wealth Management is a blend of experience and youth that will provide you with the service and advice levels expected from a leading financial planning practice.
Greg Healey, CFP – Financial Planner
Authorised Representative of AMP Financial Planning Pty Limited
Greg is the Practice Principal of Explore Wealth Management and has been a financial planner since 1987. Greg has completed all relevant financial planning qualifications as well as the highest qualification in his field, CERTIFIED FINANCIAL PLANNER, and was formerly a Federal Delegate representing the WA chapter on the AMP Advisers Representative Board.
Sue Beer – Financial Controller
Sue has worked as the Financial Controller for the business since inception and is responsible for managing all aspects of the finance operations, from accounts, taxation, budgets, cash flow management to payroll and management reporting.
Our client service staff have several years experience in the financial services industry. Their technical and administrative knowledge enables them to handle almost any query you may have and can be your first point of call when contacting our office.
Carla Davis – Client Services Manager
Carla has worked in both banking and financial services industries since 1997 and joined Explore Wealth Management in 2010. Carla provides high-level administrative support to the Financial Planners and is responsible for maintaining the effective running of the day to day practice operations and staff.
Tammie Crawley – Client Services Officer
Tammie joined Explore Wealth Management in 2015 bringing with her a wealth of knowledge accumulated from a 9-year career in the State’s largest Credit Union. Tammie provides both financial planning and lending administrative support for the Financial Planner.