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Glen Usher

Financial Adviser

CWM Financial Planning
Wembley, WA 6014

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About

Glen Usher is an ASIC-registered financial adviser based in Wembley, WA, dedicated to helping clients achieve their financial goals with personalized and strategic advice. With a strong foundation in financial planning, Glen holds a Diploma of Financial Planning (DFP1-3), Securities and Managed Investments Program (DFP4), and an Advanced Diploma of Financial Planning, all from Kaplan Professional. Demonstrating a commitment to ongoing education, Glen has also completed an Accredited Aged Care Professional Program, a Graduate Diploma of Financial Planning from Kaplan Higher Education, and a Specialist SMSF Course with SuperConcepts & the University of Adelaide. Glen is a proud member of the Financial Advice Association of Australia (FAAA), adhering to the highest ethical and professional standards. As an authorized financial adviser, Glen provides expert guidance on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Glen Usher today for a consultation and discover how tailored financial advice can help you achieve your dreams.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Accumulation Insurance Solutions SMSF Advice Aged Care Financial Planning Investment Strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000449221

Verify on ASIC Register

Authorised Representative Number

000258249

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Glen Usher offer?

Glen Usher provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He tailors his advice to meet your specific needs and financial goals.

What are Glen Usher's qualifications?

Glen Usher holds a Diploma of Financial Planning (DFP1-3), Securities and Managed Investments Program (DFP4), an Advanced Diploma of Financial Planning, an Accredited Aged Care Professional Program, a Graduate Diploma of Financial Planning, and a Specialist SMSF Course. He is also a member of the Financial Advice Association of Australia (FAAA).

What can I expect during my first meeting with Glen Usher?

During your initial consultation, Glen will take the time to understand your current financial situation, future goals, and risk tolerance. He will then discuss potential strategies and solutions tailored to your needs. This is an opportunity for you to ask questions and determine if Glen is the right financial adviser for you.

How can financial advice from Glen Usher benefit me?

Glen's expert advice can help you build wealth, protect your assets, plan for retirement, and achieve your financial goals. He provides personalized strategies tailored to your unique circumstances.

Does Glen Usher specialize in SMSF advice?

Yes, Glen Usher has completed a Specialist SMSF Course with SuperConcepts & the University of Adelaide, demonstrating his expertise in Self-Managed Super Funds. He can assist with all aspects of SMSF management and compliance.

Get in Touch

Contact Glen directly for personalised advice.

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