At WLM Financial, we have a near three-decade track record of helping people manage and grow their money. By combining accounting and financial planning under one roof, we create simpler and more robust ways to manage money that boost the possibilities of your unique financial situation.
Regardless of age and whether you’re a business owner, employee or living from savings, we’re ready to help you create a better future.
We take a holistic approach to accounting, tax and wealth management. Doing so can be financially beneficial and provides peace of mind. You’ll have confidence knowing that every part of your financial life is well managed.
We call it Wealth Oneness.
From real-time reporting to streamlined dashboards, every part of our solution is powered by technology, providing daily clarity around how far you’ve progressed.
Your life goals didn’t come from a generic checklist, and your money shouldn’t be managed on auto-pilot. We help clients consider every reality of their financial goals, from risk exposure to tax implications and their own behavioural bias. Then, we determine a strategy and review this with you regularly.
In our 30 years of practice, we’ve consistently transformed clients’ portfolios and tax outcomes for long-term benefits. You can read some of their heartfelt testimonials here.
We’re 100% private-owned, with our own financial planning licence (AFSL) and Australian Credit Licence. This means we’re not tied to recommending one product over another. We’re also fee-for-service, not commission-based, and you’ll always have clarity around the value you’re getting.
Over nearly three decades of delivering outstanding client results, we’ve been fuelled by a consistent set of shared values.
We are enthusiastic team players who demonstrate accountability and support others.
We are proactive problem solvers, with empathy and a curiosity to learn and grow.
We get to know our peers, show appreciation, get involved in interesting work, and make our workplace a fun place to be.
We demonstrate to our clients why it’s better to have a holistic approach to managing money.
Long before the current firm launched in 2005, several of our founding directors met and started to collaborate.
We referred one another clients, pooled resources, shared ideas and ultimately transformed our clients’
wealth-bases in that time.
Senior WLM director Geoff Walker and his business partner open the doors of Walker Laanemaar Chartered Accounting. Their clients gain direct access to a highly experienced team, having experience at major accounting firms in Australia and abroad.
Two of our other founding directors open their separate consultancies: financial planners Laura Menschik with her Millennium Financial Planning, and Matthew Walker with Danebury Financial Group. Close to a decade of collaboration follow between the three firms, thanks largely to a shared philosophy on wealth-building and client care.
The multidisciplinary WLM Financial of today is established, delivering its clients the combined power of accounting services and financial planning under the one roof.
With a growing team, new technology uptake and solid commitment to our original values, WLM is a name to watch in the accounting and financial services sector.
We believe in handshakes. We like meeting people. We’re big on deep listening, and we’re set on meeting real needs.
Meet the leadership team that works together to guide the shape of every client account.
“WLM Financial have been invaluable in assisting our small medical practice with our accounting and tax needs in particular their advice in relation to payroll and tax issues medical practices face. WLM Financial have been crucial in restructuring our business and streamlining our processes particularly with their help in implementing Xero and single touch payroll.”
“Everyone at WLM Financial Services has provided excellent service. From financial management to accounting requirements, most of my financial needs have been addressed well beyond my expectations. I highly recommend them to anyone.”
“We have been long term clients of Amanda Rogers and her team at WLM. We have been extremely happy with the services provided and the advice received. WLM have looked after our personal, family trust & superannuation affairs efficiently and effectively. We have benefited from excellent taxation advice including real estate investment (negative gearing, land tax, property ownership, capital gains, depreciation etc), equities (Australian, overseas, corporate share options, CGT etc), superannuation (SASS and SMSF). We have no hesitation in recommending WLM for these services.”
“I have relied on Matthew and the team at WLM for complex financial advice and services for over a decade. Their knowledge and skills more than keep pace with the changes in the industry, and I know I can always rely on the team at WLM to help me keep my plans on track.”
“Thanks to the analysis done by Sean and the team at WLM, I’ve decided to sell some strata units and buy a property by the sea instead. Their work removed a layer of doubt that I couldn't have done myself. I'm really very grateful – thank you!”
“I would highly recommend Amanda and the team at WLM Group. We joined WLM towards the beginning of our business journey after having engaged two other accountants. We have been extremely impressed with the WLM group due to their people focus, highly experienced team that provide essential small business tax advice, solutions, cashflow management and help us strategically plan. Unlike many other accountants, they are very much focused on building trusted relationships and are definitely our trusted partner in accounting and the overall financial management for our business. I have also now moved my personal tax to the firm as they have done such a good job at understanding the bigger picture of tax management from both a business and personal perspective. If you are looking for an extremely knowledgeable, professional and friendly firm that you can trust, you can’t get any better than WLM Group.”
“Playtika is a global gaming company with a complex corporate structure; we have offices all around the world, and players in every continent. WLM Financial has been instrumental, working with Playtika to establish it's entity in Australia over the past 4 years, helping us to overcome accounting challenges with ease. WLM is there for us with a positive, personal and helpful attitude.”
“I have been a client of WLM Financial for several years, engaging them to manage and direct my personal investments including a family trust, along with all taxation requirements. I have always found their advice extremely reliable, well-researched and achieving the wealth growth I am seeking. I am very confident with their continuing management of my investments, and I can fully recommend their professional services to anyone seeking financial direction and assistance.”
“My wife and I have worked with Laura for many years. She has consistently provided brilliant service, excellent, sensible and up-to-date ideas, and all-round very high client satisfaction.”
“The professionalism and approachability of Sean McGowan and the team at WLM has been outstanding. They are careful to tailor their advice to our needs and goals and have been diligent in keeping us informed about our investments. We only wish we had engaged them sooner!”
“I came to WLM as my business was growing quickly and my personal finances were becoming more complex. I'd been avoiding taking any sort of financial advice, as I always felt the solutions offered were off-the-shelf answers. Working with Matt at WLM has been a revelation. His advice has been 100 per cent independent, yet the decisions have all been mine. I'm making informed lifestyle choices that really are in my interests, not anyone else's.”
Certified Practicing Accountant (Fellow) / Chartered Accountant, MBA (Financial Planning) / Registered Tax Agent / GAICD (Graduate of the Australian Institute of Company Directors)
There’s never a dull moment in the world of accounting and finance, whether it’s market shocks or changing governments – and that volatility will always be exciting to this director. Amanda Rogers has earned an impressive number of qualifications over the years, training first as an accountant and CPA before completing a high-scoring MBA, which won her a prestigious Zonta award.
However, it’s the warm team dynamic and rewarding client work that Amanda values most at WLM. “We all help each other out, and have a culturally diverse workforce and an open-door management policy. It’s a place where people can thrive,” she says. Her work at WLM has included guiding numerous startups to growth, growth structures for medical professionals and medical practices, international branch accounting, business valuations and much more.
When not at work, Amanda supports the University of Technology Sydney’s MBA Women’s Network and is on the board of directors for Coast Community Connections, a registered charity delivering high quality services to young people, families, people with a disability and older people on the NSW Central Coast. She is active with her teenage children and their far-ranging mountain-biking or cheerleading ventures. She’s also a keen property investor, always on the lookout for her next purchase.
Connect with Amanda on LinkedIn
Certified Financial Planner® / AEPS Accredited Estate Planning Strategist® / LRS Life Risk Specialist®
Sean’s training as a Certified Financial Planner may have begun before he was out of school shorts. From a young age, he was observing how finances affected people’s lives and lifestyles, and after completing years and years of studies, including a Bachelor of Economics and Finance, found he could make a real difference for people.
Sean hasn’t stopped helping people since, working in various financial advisory roles and becoming a director at WLM Financial in 2008. He has long upheld the signature WLM Financial approach, of combining analytical diligence with a genuine effort to understand client problems. “I hate seeing people having to make rushed financial decisions – the results usually aren’t great. So I spend a lot of time with people, getting them to think ahead, so that we can plan, prepare and pounce when the time’s right,” he explains.
He’s also known for his steady stream of dad-jokes and intense fitness regime, which includes group-training, golf and kid-wrangling.
Connect with Sean on LinkedIn
Certified Financial Planner® / Bachelor of Economics
Stephen ran a successful financial planning practice for almost 15 years before joining WLM Financial, drawn by its warm team culture, operational efficiencies and innovative investment solutions. “I love my job because I get to meet new people every day. There is no greater satisfaction than working with a client and seeing their dreams come true. No two days are the same,” he says.
WLM’s goals-based approach resonates with Stephen’s own beliefs around client care, which involve customised strategies and clear communication, ultimately coaching clients to financial freedom. He is keenly aware of how often most people’s situations change, driving the need to review each client’s financial position regularly to ensure they’re getting the most out of their resources.
Like his fellow directors, Stephen is a great driver of innovation at WLM and the efficiencies that new technology bring about – for planners and clients alike.
A self-confessed AFL tragic (West Coast Eagles, for the record), Stephen also loves a good political thriller and is devoted to his family.
Connect with Stephen on LinkedIn
Chartered Accountant / Chartered Tax Adviser / Registered Tax Agent
Growing up as one of six competitive boys in country Victoria and Canberra, Dan McGrath always knew that financial soundness and personal freedom went hand-in-hand. He was quick to get on the career ladder after studying commerce and accounting, with stints in London and Edinburgh working for KPMG, then at Walter Turnbull (now part of PwC) in Canberra, Melbourne and Sydney for 10 years before setting up his own practice.
In 2012, the team-minded Dan – a former first-grade rugby and AFL player – joined WLM Financial, where he is a director and instrumental lead in the accounting practice. Dan echoes the WLM philosophy of embracing new financial technology, and encouraging a long-term holistic mindset in clients. “For business owners, an accountant is often their only support in financial decision-making. That’s why we believe that accounting and finances should be planned as a whole,” Dan explains.
Outside of work, Dan is a keen AFL and rugby fan, weekend golfer and enjoys listening to podcasts when he can get a quiet moment from his two children. He’s known for his easygoing manner and quick, dry humour.
Connect with Dan on LinkedIn
Chartered Accountant / Chartered Tax Adviser
Having a career in business services spanning over 10 years and working with a wide variety of clients from various industries and with various investments, Charley notes” I joined WLM for its values that focus on great client service and its ability to provide a holistic approach to accounting and financial planning advice.” Since then, Charley has played an important hand in helping the firm to grow and expand the level of services offered.
As a dynamic leader at WLM and with a mind wired for seeing the positives in every situation, Charley encourages his team to collaborate, think critically and consider ideas that will create the best result for their clients. Charley utilises a partnership approach which ensures his clients feel that he is invested in their business and wants them to succeed. “I believe that every time I deal with a client, I am going on a journey with them which gives me a sense of fulfilment.”
Always being a numbers person and motivated by solving challenging problems, James set his sights on building a career in accounting from an early age. Following the completion of his Bachelor of commerce, majoring in accounting and finance, James was drawn to apply for a role at WLM for its unique approach of housing Accounting and Financial Planning, and the professional yet enjoyable work environment.
James quickly solidified his position at WLM, and grew to become an integral member of the team – known for his strong technical ability, streamlining processes, and helping to grow junior talent. James prides himself on being the go-to-man for his clients, and enjoys connecting with them on a personal level to provide a well-rounded service. He leads his high-performing team by providing an open, respectful and fun environment, where his witty banter doesn’t go astray.
The information contained in the WLM website, has been prepared from a wide variety of sources, which WLM, to the best of its knowledge and belief, considers accurate. WLM does not however warrant the accuracy of the information and forecasts possibly contained in the WLM website. No visitor to the site should rely upon the information and/or recommendations contained in the WLM website. WLM strongly recommends that all prospective purchasers of securities should make their own inquiries and seek professional advice before acting on any of the information contained in the WLM website. Should you wish to seek advice, please feel welcome to contact us.
Employees or associates of WLM may hold investments reviewed in the WLM website. This should not be seen as a recommendation.
The information is current only at the time it is placed on the website. WLM is under no obligation to update the information or correct any inaccuracy, which may become apparent at a later time.
WLM grant permission to reproduce hard copies of the information for personal use only. Unless an article is sourced, or it is expressly stated to the contrary, WLM owns copyright on all information.
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This site does not provide facilities for the secure transmission of information across the Internet, and as such does not retain or record any personal information of users. We will only record your e-mail address if you send us a message. Your e-mail address will only be used for the purpose for which you have provided it and it will not be added to a mailing list or used for any other purpose without your consent.
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Liability limited by a scheme approved under Professional Standards Legislation.
WLM Financial Services Pty Limited holds an Australian Financial Services Licence(AFSL). This may be verified independantly through the Australian Securities and Investment Commission (ASIC) or you can contact us for a copy of our licence.
For reference we have attached a copy of our Financial Services Guide (FSG).
WLM Financial Services maintains a public register of any Alternative Forms of Remuneration that are received from product providers, for any form of remuneration received of $300 in value or more. Fund Managers, Platform Providers, Representatives and other AFS Licensees maintain similar registers. As a matter of note, WLM financial planners receive remuneration by means of salary and do not receive any additional commission or bonus from product providers.
This register is available for inspection on can be supplied within 7 days upon request. WLM also maintains a Conflict of Interest register.
Important Note: Not all people employed by WLM are authorised to provide advice under our AFSL so you should confirm that any advice received comes from an appropriately authorised person.
If you have any complaint about the service provided to you, you should take the following steps:
Australian Financial Complaints Authority, by contacting:
GPO BOX 3
Melbourne VIC 3001
Phone: 1800 931 678
Tax Practitioners Board, using the online complaints form:
If you have any further questions about the financial services WLM Financial Services Pty Ltd provides, please call us on 02 9221 7777.