Helping you reach your financial utopia.
CHRISTMAS CLOSURES
Our offices will close from 12pm Wednesday 23rd December 2020 and reopen on Monday 11th January 2021. We wish everyone a safe and happy holidays.
CLIENT MEETINGS
Utopia Financial Partners’ Subiaco and Rockingham offices remain open for client meetings.
Clients can choose to attend meetings in-person, by phone, or via video-calling.
STAFF CHANGES
Our long-term Receptionist, Mel, is leaving us to pursuit a new career. Mel’s last day is the 11th November 2020. Our new Receptionist, Georgia, is ready to greet our clients at our Subiaco office.
Utopia Financial Advisory has undergone staffing changes in the last few months, saying farewell to Vicki and Angelyn. We wish Angelyn the best of luck with her new business venture.
We are excited to welcome Jay Duthie, our new IT Assistant, and Scott Lim, our new Financial Advisory Assistant, to Utopia Financial Advisory. Jay and Scott are ready to assist our clients in their financial advisory needs.
Utopia Financial Partners is a group of specialist tax, SMSF, financial advisory, and mortgage broking companies working together to meet your financial and business needs.