WealthForm was established with the objective of providing personalised, high quality financial advice, tailored to enable clients meet and exceed their personal, family and business goals. Being independently owned and operated was considered crucial to providing the most appropriate and best advice for clients.

WealthForm’s principal adviser is Andrew Hopkins, who holds a Diploma in Financial Services (Financial Planning), and is a Member of the Self Managed Superannuation Fund Professionals’ Association of Australia. Other qualifications include a Master of Business Administration, and Bachelor of Engineering, both from the University of Western Australia. Prior experience includes 14 years in a variety of commercial roles with the Wesfarmers Group, including work on a diverse range of projects as an executive in the Wesfarmers Business Development team, and as General Manager of the Bunnings Warehouse Property Trust.

Upon establishment, WealthForm selected Securitor Financial Group Ltd as its dealer group partner. Securitor is owned by Westpac Banking Corporation, was established in 1986, is a Principal Member of the Financial Planning Association of Australia and is the dealer group for over 400 financial planners nationwide.

Whether you’re starting out, running your own business, working in someone else’s business, planning for retirement, or just need financial peace of mind, we’re here for you - contact us!