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.
Brad McDonald - Brad has been involved in the finance industry for more the 15 years, with experience working for Super SA and Local super (now Statewide super) before making the move into financial planning with a national advisory firm.
In 2013 Brad opened Limetree Wealth Management with Hamish Edwards and the pair successfully built a strong relationships with very loyal clients. Now in 2018 Brad has joined the team at Wise Owl Financial where he plans to continue to help and guide clients through there wealth creation journey.
Brad has complete Advanced Diploma in financial services - Financial planning and is a practicing member of the FPA (Financial PLanning Association) and holds AFP status.
Brad is married to Alice and has two young children, Eva and Arlo and he enjoys nothing more than sitting down to watch the mighty New Zealand All Blacks play rugby.
Hamish Edwards - Hamish started working in the Finance industry completing his Diploma in financial planning in 2007 and becoming an active member of the AFA (Association of Financial Advisers)
Hamish has advised clients at two private financial planning practices prior to making the move to opening his own practice at Limetree Wealth Management in 2013 and now joining the team at Wise Owl Financial.
Spending time with family is what Hamish enjoy most in life, Hamish has been married to Veronica for 15 years and has two kids under the age of 7, Alannah has just completed her reception year and Joshua is not quite out of nappies.
In his spare time Hamish enjoys gardening, exercise when and if time permits.
Hamish is also a passionate Port Adelaide Football Club member and a member of the Liverpool Association Adelaide branch.