Formerly Wealth Plus Solutions (Adelaide) Pty Ltd Wise Owl Financial incorporates all the best qualities of a Specialist Financial Advising business
Robert Crane - is the founder and owner of Wise Owl Financial and has brought his experience and specialist knowledge to the business. A Chartered Accountant, Certified Financial Planner and Specialist Self Managed Superannuation Adviser Robert has a broad base of knowledge and skills that is the foundation of the business.
As a Chartered Accountant, running his own accounting practice since 1986, Robert was attracted to Financial Advising in 1994 and in 2004 founded Wealth Plus Solutions in Perth and in 2011 moved to Adelaide to establish the Adelaide office.
The team has now grown to 3 Financial Advisers plus a trainee adviser and support staff with offices in Adelaide and Perth.
Con Fassos - is the General Manager of the Adelaide office and continues the tradition of serving the South Australian community.
With a strong background in business management, Con previously held positions as an owner and managing director of a publishing firm specialising in tourism publications and prior to that as a training and development specialist with a financial institution. He understands the need to maximise wealth while running a business together with raising a family and is fully equipped to advise in this area. His clients range from those recently entering the workforce to those recently retired and his manner is very welcoming across all ages.
Luke Howe - is also an adviser in the Adelaide office and has extensive experience in the financial services industry, working with AMP in Sydney before his time with small boutique firms in the Barossa Valley and North Adelaide. He has also worked closely with other professionals such as accountants and mortgage brokers, helping people with their complete financial picture. He understands that when it comes to managing finances, it can seem daunting at first, but his sound knowledge of strategies and regulation, together with recommendations in the client’s best interest at all times, will quickly put you at ease.
Luke has a Diploma of Financial Services (Financial Planning) and Advanced Diploma of Financial Services (Financial Planning). He has also gained his accreditation in Self-managed Super Funds (SMSF) and a certification in Finance and Mortgage Broking.
Anne Nolan - is well known to most clients as she is usually the first person to greet them when they come in for an appointment. Anne also has a wealth of knowledge, having worked in the financial services industry for the past 20 years and with Wise Owl Financial since October 2011. Her current role is as a Para Planner/Office Manager/Client Services Officer. Anne holds a Diploma of Financial Services (Financial Planning) and is well qualified to help clients with their ongoing enquiries.
She enjoys the camaraderie and friendships made with clients over the years.
Anne also enjoys travelling particularly in Australia, reading and loves watching movies.
Robina - has worked in the financial services industry for the past 25 years and is currently the Wise Owl Financial Client Services Officer. Many of Robina’s clients have followed her throughout her career, as they can trust her to be professional and thorough at all times.
She loves reading, travel, gym and her 7 grandchildren provide her great joy.