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 309484 of Tailormade Financial Strategies Pty Ltd AFLS 464688, Invest WA 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 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.
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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.
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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.
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