Our People

Owen Faulkner is an Associate Adviser of the Financial Services division.
Contact Owen

E: [email protected]
T: (0) 8 9261 9143

Owen Faulkner
Associate Advisor - Perth


Offices : Esperance, Merredin, Perth
Services : Financial Services, Debt management, Personal Insurance, Superannuation, Retirement planning, Wealth accumulation
Biography

Owen Faulkner is an Associate Adviser of the Financial Services division.

Owen services the Merredin and Esperance offices whilst being based in Perth, allowing him to work with a range of different clients all with unique goals and objectives.

Prior to joining RSM, Owen worked at a smaller boutique Financial Planning practice where he was able to develop his knowledge and understanding of the industry.

" I enjoy helping clients develop and implementing strategic plans to help achieve their financial and lifestyle objectives".

Owen enjoys scuba diving and tries to go as often as he can, he also loves sports but is an AFL tragic.

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282

SOLUTIONS OWEN PROVIDES

Owen provides advice on the following areas:

  • Intergenerational Wealth TransferOwen Faulkner is an Associate Adviser of the Financial Services division.
  • Personal Risk
  • Debt Management
  • Retirement Planning
  • Self-managed Superannuation
  • Wealth Management Superannuation

QUALIFICATIONS

  • Bachelor of Commerce (Accounting and Financial Planning), Curtin University
Publications

Diversification – The Only Free Lunch in Investing

23 November 2021
When it comes to portfolio construction no single asset class will consistently outperform all other assets all the time. To minimise potential losses and smooth investment returns over the long term, you should spread your portfolio across various investments. This is easier said than done as there are many ways to diversify. Diversify ...
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