Our Difference

It is estimated that about 85% of all Financial Planners are associated or owned by the banks and large financial institutions.

Cornish Wealth Management is different to many financial planning practices as through CWM Perth Financial Planning it holds its own Australian Financial Services Licence (436740). This licence is issued by the Australian Securities and Investments Commission (ASIC). Cornish Wealth Management act for you and not for any life insurance company, fund manager or bank. We are committed to acting in your best interests and will further your interests as opposed to others. Our advice to you will be appropriate for your relevant circumstances and leave you in a better position. We are committed to you and your family.

CWM Perth Financial Planning’s Continuous Professional Development policy can be found here.

Our Objectives

We continuously strive to earn our clients’ trust and loyalty by providing best advice and by being professional, available, discreet, and responsive to their needs and objectives.

We are proud of the level of repeat business we get and the clients we gain by word-of-mouth recommendation. Both reflect our reputation for providing timely, accurate and tailored advice which enables our clients to achieve their targets. Our client’s success fuels our growth.

Chris Cornish

MBA (Finance), B. Comm (Econs & Financial Planning),
Adv Dip FS (FP), Dip FS (F/MB mgt), SMSF Specialist Advisor™
Financial Planner – AR 312021 FSG

Chris has an extensive background of over fourteen years in the financial services profession and has previously been employed by one of the big four banks and an accounting firm.

Chris is a strategies focused financial planner who communicates complex subjects in simple terms.

Accredited in all aspects of advice, Chris continues to keep abreast of changes by attending regular financial planning education seminars, building a professional network of associates, constantly reviewing legislative changes and the opportunities and/or challenges they may present.

William Lam

B. Comm (Hons) (Finance ), B. Comm (Accounting),
Diploma of Financial Planning
Paraplanner

William had 4 years of experience as an Investment Analyst before joining Cornish Wealth Management. William is a detail oriented paraplanner. He enjoys visualising complicated financial terms through colorful graphs and charts.

He graduated with a Bachelor of Commerce (Honours) in Finance and a Bachelor of Commerce in Accounting from Curtin University. He also passed Chartered Financial Analyst Level 2. Passionate on financial planning, he completed the Diploma and is currently studying toward the Advanced Diploma.

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