Hillross

Golden West
Golden West Financial Services
Est 1986
Suite 3B, 27 Old Great Northern Highway, Midland WA 6056
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Member of the Camber and Commerce in Midland
  • Certified Financial Planner - David
  • Diploma of Financial Planning - David and George
  • Bachelor of Commerce (Major Economics and Financial Planning) Daniel

Areas of
Expertise

Estate planning
Insurance
Investments
Retirement
Savings
Self Managed Super Fund
Small business
Strategic Planning
Superannuation
Transition to retirement

Golden West Financial Services has been operating in the Midland Village Shopping Centre from 1986, and has built up a solid reputation with its clients and fellow peers. Apart from the metro area we have extensive dealings in the mining industry hence the name. Our business is supported by Hillross as the holder of an Australian Financial Services Licence, which ensures our conduct is exemplary, our systems are sound, our technical knowledge and advice are always up to date and our business complies with the Australian Securities & Investment Commission regulations. Please call in and have a chat, the first meeting is at our cost.


Meet our team

David Morgan
David Morgan
Principal

My role is to improve, enhance & compliment your financial situation. I take… Read more

George Greenwell
George Greenwell
Financial Adviser

I enjoy helping people and have 25 Years in general banking and 16 years as a Financial… Read more

Dan Purslowe 2
Daniel Purslowe
Financial Planner

Dan loves working with people who are motivated to create a better lifestyle for… Read more

Lou
Louise Mitchell
Administration Manager
In the financial services industry since 1988 with the original Golden West Group. Joined the current Golden West in 2001 working in various positions within the business. Louise is married and has one daughter.
Vicki - Net
Vicki Hobbs
Customer Service Manager
Is an integral part of Golden West as she has been with us since 2002 and brought with her a wealth of knowledge from her previous position with a broker. Vicki is married with 2 daughters
Sue-Net
Sue Kights
Customer Service Manager
Sue joined Golden West in 2007. She has worked in real estate and mining companies. Sue has three teenage daughters who keep her busy away from the office. Enjoys reading, movies and travelling
Linda - Net
Linda Thompson
Client Service Manager
Joined Golden West in 2012 and has previously worked in her husbands business and Qantas. Linda is married with two sons. In her spare time she enjoys travelling, keeping fit and cooking.