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Our Team

Invest WA Team

The path to reaching your goals begins with a great financial adviser

By putting clients first, our Financial Advisors are leading the way


Phil Stevens

Managing Director
Authorised Representative of Professional Investment Services 309484

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.

Contact Phil

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Phil Stevens


Kevin Gomer

Director

Kevin is one of our Directors at Invest WA, he is recognised for he's multiple awards within the finance industry for providing lending advice. Along with winning The Advisors Elite Business Writer of the year for the past 2 years, 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 3 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.

Contact Kevin

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Kevin Gomer


Amanda Buchan

Financial Advisor
Authorised Representative of Professional Investment Services 465372

Amanda has been with Invest WA since 2013 following her graduation from Curtin University. She obtained a Bachelor of Commerce with Double Majors in Banking and a Masters Degree with Distinctions in Financial Planning.

She has been an authorised representative since 2014 and specialises in financial planning, risk insurance, managed investments, superannuation and retirement planning and self managed super funds. Amanda’s goal is to work with you by providing one on one professional guidance and advice to better your financial future.

In her spare time you’ll find Amanda keeping active with hobbies such as diving, cycling, lacrosse and surf life saving.

Contact Amanda

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Amanda Buchan


Aisling McMahon

Client Liaison Manager

Growing up in Monaghan, Ireland Aisling brings over 10 Year’s experience in the financial services industry originally starting in one of Irelands leading financial service companies. She moved to Australia in 2011 where she experienced other career paths including the mining sector and further, joined the Invest WA team in June 2014.

Currently working towards a Diploma in Financial Planning, Aisling has a genuine passion for delivering quality, professional and consistent service to each individual client. With a keen interest in keeping active Aisling enjoys catching up with friends and family, seeking new adventures and exploring what beauty Australia has to offer.

Contact Aisling

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Aisling McMahon


Charlene Burke

Client Liaison Manager

Originally from Cork, Ireland Charlene made her move to Perth in January 2014 and joined the Invest WA team later in September 2014. With a passion for developing strong relationships with colleagues, clients and business partners, Charlene has been working in the customer relations industry for more than 8 years. Both in Ireland and in Australia.

Charlene specialises in managing clients Self Managed Super Funds along with the management of a wide range of excising client business, she is currently working towards receiving her Diploma of Financial Planning and hopes to one day become an advisor.

Charlene is a traveller and is always preparing for the next big trip overseas. Along with Travelling she loves shopping and reading the latest best sellers.

Contact Charlene

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Charlene Burke

General Advice Warning: The information provided on this website is general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd Advisor before you make any decisions regarding any products mentioned on this website. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS, Invest WA nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.


© Copyright 2017 Invest WA Pty Ltd.
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