292 Payneham Road, Payneham SA 5070

(08) 8362 0060

(08) 8362 0061


Latest News & Updates

Stay off the ATO hit list

The (Australian Taxation Office) ATO has just released its online guide for tax compliance. Here’s how to avoid getting caught out at tax time. As the end of financial year approaches, the ATO is once again taking the magnifying glass to our financial affairs, to ensure we’re all paying what we should. With new technology […]

Get online at tax time – technology

As the end of financial year looms, it’s time to start thinking about your tax. And with new online tools from the Australian Taxation Office (ATO), this year’s tax return could be the easiest one yet. If you’re looking for a faster way to sort out your tax this end of financial year, there’s good […]

Grow your wealth with Franking Credits

Australian investors can enjoy big tax savings with a unique system that prevents double taxation on dividends from shares – so make sure you’re not missing out on yours. If you’re looking for ways to boost your retirement income, there’s a simple and smart strategy to get more out of your investments. The returns you’re […]

Budget 2015 – Superannuation

 Superannuation The only proposed superannuation change of significance is to extend the maximum life expectancy – from 12 to 24 months – to allow a terminally ill patient access to their superannuation. No other new superannuation measures were announced in this year’s Budget, in line with the Government’s 2013 election commitment to not make changes […]

Budget 2015 – ‘ Google and Netflix tax ’

‘ Google and Netflix tax ’ In a move designed to stop profit shifting and tax avoidance by large multinational companies such as Google, the Australian Taxation Office has been given more power to recover unpaid taxes and issue additional fines of 100 per cent of those unpaid taxes, plus interest. In addition, foreign companies […]

Financial Advisor Adelaide

We are an award winning practice that has been providing financial advice to South Australians since 1969. We really enjoy getting to know our clients and building a relationship with them that lasts over many years. We have a diverse range of clients from mum and dad to AFL players to ASX CEOs. All of which have a diverse range of financial advice needs and very different relationships to maintain. Our clients describe a 'breath of fresh air', personable, expert and people with high integrity. Clients have also mentioned that they are not treated as a number and the advice is specific to them. Working with clients for clients.

Financial Planner Adelaide

The one most rewarding thing about being a financial planner in Adelaide is when you have been working collaboratively with a client in developing and building their goals and objectives and the come to fruition. This give both the clients and myself a real sense of achievement and to use the famous quote 'are we there yet?' and together we can say YES! There has never been a better time to look towards what you want to achieve and start a financial plan so you can get there too.

Financial Planning Adelaide

A person's financial story is like a jigsaw puzzle... "lots of pieces needing to be put into their correct places". A financial adviser can assist a client to put the pieces in the right places by having a series of simple conversations about where a they are currently situated, where they want to be and what strategies can assist them. Every client has a different financial story and goals. Each jigsaw puzzle will always be different. A good financial adviser is experienced at putting together a wide range of jigsaw puzzles. Helping a client put their own puzzle together and seeing their satisfaction is a wonderful feeling.

Barry Phillis, Chris Scriva and Owl Financial Management Pty Ltd are Authorised Representatives of GWM Adviser Services Limited Australian Financial Services Licensee Registered Office at 105-153 Miller Street North Sydney NSW 2060 and a member of the National Australia group of companies.

GENERAL ADVICE WARNING: The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.

Opinions constitute our judgment at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document. View Terms & Conditions >