Our Financial Planners

Meet the team

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Paul Rowlands

CERTIFIED FINANCIAL PLANNER®

Paul Rowlands bw web

Paul Rowlands is a fully qualified financial planner with experience in the Financial Planning industry since 1998.

Paul’s extensive experience includes running his own business, working in a boutique financial planning firm and a major bank.

Paul has been a Financial Planner for Western Financial since 2005 and he has the following qualifications:
► Diploma of Financial Services (Financial Planning)
► CERTIFIED FINANCIAL PLANNER®

Paul is a member of the following professional associations:
► CFP® member of the Financial Planning Association of Australia

Miranda Weston

FINANCIAL PLANNER AFP®

Miranda Weston bw plannerprofile web low3

Miranda Weston is a fully qualified Financial Planner with experience in the financial planning industry since 2006.

Miranda has the following qualifications:
► Advanced Diploma of Financial Services (Financial Planning)
► FINANCIAL PLANNER AFP®

Miranda is a member of the following professional associations:
► AFP® member of the Financial Planning Association of Australia

Amy Peterson

FINANCIAL PLANNER

Amy Peterson planner profile website image

Amy Peterson is a qualified Financial Planner with experience in the Superannuation industry since 2009.

Amy has been an Intrafund Adviser with WA Super since 2017 and she has the following qualifications:

►  Advanced Diploma of Financial Planning

Sonali Shah

FINANCIAL PLANNER

Sonali Shah Financial Planner

Sonali Shah is a qualified Financial Planner with experience in the Financial Services industry since 2005.

Sonali has the following qualifications:
►  Advanced Diploma of Financial Planning
►  Bachelors of Commerce (Accounting and Finance)
►  SMSF Specialist Advisor (SSA)

Sonali is a member of the following professional associations:
► AFP member of the Financial Planning Association of Australia
► SMSF Association