Complete Financial Planning Pty Ltd

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Complete Financial Planning Pty Ltd We love changing clients’ futures through tailored advice and building long-term relationships with them all.

We believe the key to success in the planning journey is knowing the relationship between us and our clients is more valuable than money. Complete Financial Planning is a small, family owned business that has been in operation since 2002. Directors, Emma Oliver and Kathy Boland, took over running the business when Dad, Colin Oliver, retired. Colin remains an important part of the office, often swinging by to update us on his latest golf game. We are members of the Financial Advice Association Australia and have our own Dealer’s License, meaning we are not affiliated with any financial institution. This allows us to recommend the most appropriate investment, superannuation, pension and/or personal insurance product available in the market when addressing all the short- and long-term goals of our clients. We place an immense amount of value on the relationships we have built with all our clients over the years, and see this as a fundamental component of the financial planning journey. Our client group ranges from University graduates, to those spending the kids’ inheritance, to parents who are managing life with teenage kids. We have clients who are tradespeople, doctors, self-employed business owners, clerical workers and farmers, located everywhere from Esperance to Geraldton. Having a small office of only ten members means our clients build a relationship with each one of us, creating a client experience that is casual, friendly, meaningful and reassuring to know that no matter what, someone will always be ready to help.

Thanks to Angela Rawlings photography for our new stylish corporate photos :)
03/09/2026

Thanks to Angela Rawlings photography for our new stylish corporate photos :)

Happy years all -We are doing a clean out of the office and have a few items that are ready to go all free 2 x rugs (wor...
07/01/2026

Happy years all -

We are doing a clean out of the office and have a few items that are ready to go all free

2 x rugs (worn but still used able)

4 x 4 draw filing cabinets with lockable key - all good condition

1 x comp screen

1 x lean back chair

Pick up will be office in Midland

Let us know what u would like - first in best dressed as they need to go asap

Xmas is near!
17/11/2025

Xmas is near!

We’re thrilled to welcome two fantastic new team members to our crew! Their energy, talent, and fresh perspectives are a...
23/09/2025

We’re thrilled to welcome two fantastic new team members to our crew! Their energy, talent, and fresh perspectives are already making waves, and we couldn’t be more excited to have them on board. Here’s to new beginnings, great collaborations, and all the amazing things ahead—welcome to the team Tedja & Watts

27/07/2025
Bowling with the gang - EOFY function! Thanks to our team for their hard work over the last year :)
04/07/2025

Bowling with the gang - EOFY function!
Thanks to our team for their hard work over the last year :)

Kathy, Jayden & I at our graduation ceremony last week. Celebrating graduating the Post Graduate Diploma of Financial Se...
09/09/2024

Kathy, Jayden & I at our graduation ceremony last week. Celebrating graduating the Post Graduate Diploma of Financial Services that we all finished last year

Complete Financial Planning Pty Ltd is proud to be a Gold sponsor of the new playground at Glen Forrest Primary School
19/04/2024

Complete Financial Planning Pty Ltd is proud to be a Gold sponsor of the new playground at Glen Forrest Primary School

Emma, Kathy & Jayden happy to have passed and received their Graduate Diploma of Financial Planning certificate - yet an...
06/12/2023

Emma, Kathy & Jayden happy to have passed and received their Graduate Diploma of Financial Planning certificate - yet another certification to add to their walls!

Address

29 Spring Park Road
Midland, WA
6056

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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