The path to reaching your goals begins with a great financial adviser
By putting clients first, our Financial Advisors are leading the way
Invest WA Corporate AR 456 367 Phillip Stevens AR 309484 of Prestige Wealth Advisers AFSL 480007 Corporate Representative 396051 & Sub Authorised Representative 501023 Of Australian Credit License 389 087 AFG.
Phil Stevens has been with Invest WA since 2005, he has a Bachelor of Business with Double Majors in Finance and E-Commerce and also holds a Diploma of Financial Services (Financial Planning).
Phil is here to help you with all aspects of financial advice but particularly enjoys assisting clients to create wealth through saving tax and smart investment. He brings a vast amount of professional and personal experience with a diverse background in property, share and small business investments.
He also specialises in Self Managed Super Fund advice as well as advice for Small to Medium Enterprises (SMEs). This involves making sure that SMEs have a plan in place for the voluntary and involuntary exit of a key person, shareholder or director from their business. Passionate about his work, Phil believes that to “Practice what you preach” is an important quality of a great Financial Adviser.
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Kevin is one of our Directors at Invest WA, he is recognised for his multiple awards within the finance industry for providing lending advice. Along with being a finalist in The Advisers Elite Business Writer of the Year for 2014-2016, Kevin has also been awarded the converted MPA top 100 brokers award and has been recognised by Australian Finance Group as one of the top producing brokers in Australia for the past 7 years for providing lending advice.
With a very significant property portfolio, Kevin has a wealth of understanding and knowledge in the industry and is very passionate in generating wealth through smart property investment.
Financial Planning Associate
William joined Invest WA in July 2018 while completing a Bachelor of Commerce majoring in Finance at Curtin University. With a goal-oriented client focus, William strongly believes that financial stability and a growth mindset are key ingredients to enjoying a high degree of life satisfaction.
William is currently studying a post graduate degree in psychology at The University of Western Australia, in his spare time William enjoys learning the guitar and reading non-fiction.
Marketing and Administrative Assistant
While completing the third year of her Commerce Degree at Curtin University, Kallista has become a welcome member of the Invest WA team. Kallista has over a year’s experience working in Marketing and Administration for a diverse range of businesses, with Invest WA being her first in the finance industry.
Kallista is passionate about delivering quality and consistent service to clients, while simultaneously growing Invest WA’s brand. She aims to be a forward-thinker, with the future and innovation in mind. Kallista enjoys spending time with family and friends, playing soccer and growing vegetables in her backyard garden.