Financial Planning advice for now and for your future
We are based in South Perth
Margaret has been providing financial advice since 1984. She holds a Master of Applied Finance from Macquarie University as well as a Master of Leadership and Management from Curtin University. With these qualifications and experience she is well qualified to help clients achieve their financial goals.
Andrew has been providing financial advice since 1992. He holds the internationally recognised Certified Financial Planner™ or CFP® qualification. He has completed a Diploma of Financial Planning, with these qualifications and experience he is well qualified to help clients achieve their financial goals.
Stuart has been providing financial advice since 1987. He holds the internationally recognised Certified Financial Planner™ or CFP® qualification. He has completed a Diploma of Financial Planning. With these qualifications and experience he is well qualified to help clients achieve their financial goals.
Shawn graduated from the University of Western Australia with a Bachelor of Commerce majoring in Finance. Shawn has also completed an Advanced Diploma in Financial Planning and specialises in Personal Risk Insurance.
our Mentor & Patron
Mr Alwyn Barnesby
Alwyn has more than 30 years of financial planning experience and is considered an icon in the wealth management industry. Alwyn has a Bachelor of Arts/Economics and a Diploma of Educational Administration. He is a Senior Associate of the Financial Institute of Australia (FINSA) and has been an Affiliate of the Securities Institute of Australia since 1983.
Aurum Planning Pty Ltd | ABN 19 141 418 555 | AFSL No: 344139
Aurum Planning Pty Ltd is controlled by Twilight Financial Planning Pty Ltd | ACN 604 991 406 as Trustee for the Twilight Trust | ABN 65 560 364 462.
The information in this website and the links provided are for general information only, does not consider your personal circumstances and should not be taken as constituting professional advice from the website owner – Twilight Financial Planning Pty Ltd or Aurum Planning Pty Ltd. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian residents only.
Twilight Financial Planning Pty Ltd is a corporate authorised representative of Aurum Planning Pty Ltd CAR ASIC No 1008542.
Margaret Barnesby-Johnson, Brendan Downes, Stuart Fulton, Simon Phillips, Andrew Prince and Shawn Baker are Authorised Representatives of Aurum Planning Pty Ltd | ABN 19 141 418 555 | AFSL No: 344139 and are authorised to provide financial advice and services on behalf of Aurum Planning Pty Ltd. However, nothing contained on this website should be construed as the giving of financial advice or providing financial services. You may obtain advice from a Aurum Planning adviser by contacting them directly. Please refer to the “Contact” tab to obtain contact details of Aurum Planning advisers.
Terms & Conditions:
No information contained on this website should be construed as giving any type of guarantee. Specifically, nothing on this website is to be interpreted as a guarantee or forecast as to the future performance of Twilight Financial Planning Pty Ltd, Aurum Planning Pty Ltd or any other entity. Any past performance information does not guarantee future performance.
The information on this website has been prepared in good faith, from sources that Twilight Financial Planning believed were accurate at the time. While Twilight Financial Planning will take reasonable steps to keep the information up-to-date and accurate, Twilight Financial Planning does not warrant or represent that the information is accurate or complete or up-to-date.
So far as permitted by law, Twilight Financial Planning disclaims liability for, and is not responsible for, any inaccuracies, incompleteness or subsequent changes to the sources that may affect the accuracy of the information as it appears on this website from time to time or any losses, expenses or damage in connection with any such inaccuracies, incompleteness or subsequent changes.
Twilight Financial Planning and/or Aurum Planning Pty Ltd are not responsible for any information or claims by any third party that may be accessed via these links.