Professional, experienced with a well researched portfolio are some of the traits which characterise the West End Group who are always friendly and efficient. They make me money too!
Meino M
Perth’s West End Group is a self-licensed boutique advisory firm, with over 50 years experience, offering the services of a large company, with the care and personalised service of a small business.
While we draw on the knowledge of the best analysts and research in the business, you don’t have to waste time and energy communicating with a wide range of experts. Instead, your personal adviser is your single point of contact for the long term, to help you and your family take charge of your financial future.
B Com, A Dip Bus (Acc), Dip FP
Managing Director and Senior Financial Planner
Rob is an experienced wealth management adviser with a long and successful career in the financial services industry.
After starting his financial planning career with one of the big four banks 20 years ago, Rob quickly moved up the ranks to the role of senior financial planner.
Later, he spread his wings to grow an existing financial services business that eventually merged with Australian company Findex. As a shareholder and senior partner of Findex, Rob was actively involved in the growth of the company from seven offices to more than 110 in Australia and New Zealand.
While he enjoyed building up his skills within a large company, Rob missed the more personalised approach of a smaller firm and purchased West End becoming a shareholder and managing director in 2019.
A member of the Financial Planning Association of Australia, Rob is a highly motivated and ethical finance professional with a strong technical ability in complex strategies including trusts and multiple entities. He also has a strong background in a wide range of investment options, taxation strategies, lifestyle projections and estate planning.
Dip FP
Practice Manager
Cara has a wealth of experience working for a diverse range of industries and has been part of the financial services industry for almost a decade. Since 2015, Cara has also been overseeing the provision of financial services at West End and is active in fostering a strong compliance culture and customer focus within the business.
She has extensive understanding of financial markets, and the regulatory arrangements pertaining to those markets, along with the associated legal documentation and development of distribution channels.
Cara, who believes customer service is at the heart of any good financial business, is largely responsible for ensuring the administration of client accounts, advice provisions and general operational requirements are fulfilled.
Professional, experienced with a well researched portfolio are some of the traits which characterise the West End Group who are always friendly and efficient. They make me money too!
Meino M
The professionalism of Robert and the employees in his office, in preparing the synopsis of our position from our phone call, only serves to reinforce our confidence in Westend Group.
Bob & Jenny G
When deciding to have our investments professionally managed there were a number of key areas that we needed to address
1. Establishing our risk profile to determine future planning and investments 2. Ensuring a regular income from our investments with access to additional funds if required. 3. Scheduling detailed portfolio reviews to monitor our overall finances.
Westend Group, through Robert Chester, has enabled us to achieve our objectives and the results have been fully up to our expectations.
Irving & Barbara J