Artisan Financial Services is committed to making a difference to our clients' lives. We have the knowledge and expertise to help educate and empower you towards your specific life goals.

Superannuation

Super receives special tax treatment compared to your other money. When it comes to investing over the long term, there aren’t many better tax-effective ways to save for your retirement.

Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.

Wealth Protection

Insurance is the foundation of all financial plans. Artisan Financial Services can help you evaluate the risks and come up with the right insurance solution for you and your family.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.There are two basic types of debt…

Investments

If you’d like your money to start working for you, it’s time to learn about investing. Everyone has different needs and circumstances but here are some basics to consider.

Estate Planning

Estate planning is an effective method to take an overview of your assets, how they’re structured and how you’d like them to be distributed after you die. Artisan Financial Services can assist.

What our clients say

In the News

ASIC warns consumers to just hang up on superannuation cold callers

ASIC urges you to hang up on cold callers and scroll past social media click…

The advantages of investing early

You may have heard it said, “No risk, no reward.” But did you know that…

Preparing your family trust for EOFY

With less than a month to go before the end of the financial year (EOFY)…

Australian home prices were up again in May

– but the tension between high rates and the chronic housing shortage remains Introduction National…

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Where to find us

Our Team

Certified Financial Planner

I am a Co-Founder and Director of Artisan Financial Services and have been in the financial services industry since 1997. I enjoy all areas of financial advice and providing guidance to clients so they can confidently make the right decisions and feel in control of their finances. I have had practical business experience both inside and outside of financial planning, including as an accountant for 6 years.

Certified Financial Planner

I am a Co-Founder and Director of Artisan Financial Services and have been a Financial Planner since 1997. I have a genuine passion for getting to know my clients and finding a personalized strategy to meet their individual circumstances. I have a particular interest in Self Managed Superannuation. I am a CERTIFIED FINANCIAL PLANNER® and have a Diploma of Financial Planning as well as a SMSF Association SMSF Specialist Advisor™ designation.

Financial Planner

I am a Director of Artisan Financial Services and have been a financial planner since 2013. I enjoy all aspects of what we do for clients and prefer to take a pragmatic approach to the strategies and recommendations we make to our clients.

Administration Manager

I joined Artisan Financial Services in September 2008. I carry the responsibility of overall running of the practice including handling and administration of business workflows, liaising with clients where required and certain institutions and ensuring full completion of any work to be carried out for clients. I work closely with all directors. I was born in Taiwan and speak three languages. I am very much a people person and enjoy meeting the many clients at Artisan Financial Services. I have an MBA from UWA.