Who we are
Wealth & Security Planners and Streamline Financial Planning are the business names operated by WSP Pty Ltd, a private company owned by entities associated with current and previous advisers of the business.
Directors of WSP Pty Ltd
The directors of WSP Pty Ltd are John Claessen, Michael O’Hara and Simon Tomkinson. Each director is also a Senior Adviser within the business.
Michael O’Hara is a director of WSP Pty Ltd and a founding partner in Wealth & Security Planners
Michael is a Certified Financial Planner (No.011027 granted 1 November 2000 after study through Deakin University), and member of the Financial Planning Association of Australia (FPA). Michael is a registered Tax (financial) Adviser (No.24936641).
Michael has worked in financial services since 1981, when he joined MLC. The next 13 years were spent in a number of roles, including:
- Client Services Manager – during the fallout from the 1987 sharemarket crash!
- Superannuation & Business Assurance Manager
- State Sales Manager
- Financial Planning Development Manager
Michael left MLC in 1994 to pursue a passion for holistic financial planning as an adviser under the business name Wealth & Security Planners.
In 1996 Michael entered a partnership with Ralph Treasure, John Claessen and Simon Tomkinson under the Wealth & Security Planners banner.
Outside of work, Michael’s interests include philosophy, jewellery and leather-work, writing, and when time allows, doing volunteer work for the Duyfken Replica Foundation – especially when the role allows the chance to climb the rigging and set the sails.
Simon Tomkinson is a director of WSP Pty Ltd and a founding partner in Wealth & Security Planners.
Simon is a Certified Financial Planner, granted on 1 November 2000 after study through Deakin University and is member of the Financial Planning Association of Australia (FPA; Member Number 019957). Simon is a registered Tax (financial) advisor (Number 24936657).
Simon has worked in financial services since 1986, when he joined MLC. The next 10 years were spent in a number of roles, including:
• Client Services, commencing just a few weeks before the 1987 sharemarket crash
• Client Services Manager, when there was such a role in Perth
• Company Superannuation Manager, WA
Simon left MLC in 1994 to pursue holistic financial planning as an advisor under the business name Wealth & Security Planners.
In 1996 Simon entered a partnership with Ralph Treasure, Michael O’Hara and John Claessen under the Wealth & Security Planners banner.
Outside of work, Simon’s interests include (proper) football and a variety of two-wheeled conveyances – enjoying the riding and, in order to satisfy a need to produce in a different way, the construction of some bicycles.
John Claessen is a director of WSP Pty Ltd and a founding partner in Wealth & Security Planners..
Kerry is a Credit Adviser, and holds a Diploma of Financial Services (Finance/Mortgage Broking Management), and a Certificate III in Mortgage Lending, and a Certificate IV in Finance Broking.
Kerry became a Financial Planner after completing her Diploma of Financial Planning units through Deakin University. Kerry is a member of the MFAA, and the AFA and a Registered Tax (Financial) Adviser (No. 24936620).
Kerry has worked in the financial services and Banking industry since 1988, when she commenced her career with the National Australia Bank, and progressed through various roles within the Bank before becoming a Branch Manager and a Mobile Mortgage Manager. She then joined the MLC Insurance division of the Bank working as an insurance specialist.
Kerry joined Wealth & Security Planners in 2002, after working closely with the business servicing their home loan clients since 1997. Kerry became a part owner of the group in 2010.
Kerry has a passion for helping others, and spends her spare time achieving this. On the weekends you might find her on the Golf Course, or taking in the sunshine walking around Lake Monger & the Swan River..
How are we licensed?
All advisers are Authorised Representatives of Australian Financial Directions Pty Ltd (“AFD”) ABN 14 135 004 947; AFSL 344971). In line with recent legislative changes, you can now find details of all registered financial advisers on the government website moneysmart.gov.au operated by the Australian Securities & Investments Commission (“ASIC”). The register can be found here.
Kerry Franklin is also an Authorised Credit Representative of BLSSA Pty Ltd, which holds an Australian Credit Licence No. 391237 (ACN 117 651 760).
WSP’s offices are located at Level 1, 197 Adelaide Terrace in East Perth, Western Australia. Our advisers and staff provide assistance to clients locally, here in Perth, and across Australia. Our contact details can be found here.