Address

2/7 Augusta Street Willetton, WA 6155

About Us

Welcome to Mentor Financial Services

Mentor was established in 2005 and is a fast growing Financial Services Company which understands our relationship with each client must be based on trust, integrity and professionalism.

Paul Winfield and Rhys MacDonald, our advisers, are fully trained in all aspects of Financial Planning and are committed to truly understanding your individual requirements, from short term to long term, before making any recommendations.

Our objective is to provide our clients with the most suitable advice, and guide them to the resources which will enable them to meet their long term goals and objectives. With our consultative approach we simplify the thousands of financial products and services currently available by using a stringent research based approach.

Mentor have a strong bond and many great connections to our local community and enjoy providing holistic financial services to hundreds of clients with a wide variety of needs. We would love for you to be a part of our growing network.

 

Our Team

Paul Winfield

Senior Financial Planner

Paul has been providing advice since 2000, initially specialising in direct equities and broadening his capabilities over the years to now providing holistic advice services since 2012 with Mentor.

(Authorised Representative # 229836)

Paul’s FSG Part 2

Paul is only available 9am-2pm Monday to Friday.

Rhys MacDonald

Financial Planner

Rhys has been providing advice since 2010, with significant exposure to retirement planning during his time as a Senior Financial Planner in a larger institution, before moving to Mentor in Jan 2017.

(Authorised Representative # 1252808)

Rhys’ FSG Part 2

Our Support Team

Administration and Support

Our support team assists us with ensuring you get the best possible service.