Owen Faulkner is a Financial Adviser for the Financial Services team at RSM in Perth.
Owen is a highly experienced financial advisor with over 7 years in the industry. He holds a bachelor's degree in commerce and was awarded by the Financial Planning Association of Australia as the Best Graduation Student (Financial Planning Major).
Owen has a proven track record of helping clients achieve their financial goals, whether that be saving for retirement, building wealth, or assisting with superannuation.
Owen services the Esperance office whilst also being based in Perth, allowing him to work with a range of different clients across the state, all with unique goals and objectives.
" I enjoy helping clients develop and implementing strategic plans to help achieve their financial and lifestyle objectives".
Owen is known for his holistic approach to financial planning, taking into account his client's unique circumstances and creating personalised strategies to meet their needs.
Prior to joining RSM, Owen worked at a smaller boutique Financial Planning practice where he was able to develop his knowledge and understanding of the industry.
Owen enjoys scuba diving and tries to go as often as he can. He also loves sports but is an AFL and cricket tragic.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
SOLUTIONS OWEN PROVIDES
Owen provides advice on the following areas:
- Intergenerational wealth transfer
- Personal risk
- Debt management
- Retirement planning
- Self-managed superannuation (SMSF)
- Wealth management superannuation
- Financial Advisers and Financial Planners in Perth
QUALIFICATIONS
- Bachelor of Commerce (Accounting and Financial Planning), Curtin University
AWARDS
- Financial Planning Association of Australia Prize - Best Graduation Student, Financial Planning Major