Globe Financial Planning is a boutique financial services firm located in West Perth, Western Australia. We specialise in helping professionals, families and business owners achieve their lifestyle and financial goals.
Globe’s strength and passion is our on-going commitment to our clients in which we work together as a team to develop and customise the strategies required to deliver positive outcomes for our clients.
Globe provides practical and objective advice from managing your cashflow, protecting you and your family against potential risks, establishing wealth creation strategies right through to the planning of how your estate is to be distributed upon your passing.
The Principal of Globe Financial Planning is David Sharpe. David is a Certified Financial Planner and holds a Bachelor of Commerce (With Distinction) from Curtin University.
In 2016, David was shortlisted as one of the top 3 CFP professionals in Australia.
David is passionate about providing the best possible advice to his clients and has been successfully working with a range of clients, helping them achieve their lifestyle goals since 2003.
David has recently been elected to the Financial Planning Association’s (FPA) national board from amongst his 11,000 peers. Prior to this David served as WA Chapter Chair of the FPA.
Globe Financial Planning Pty Ltd
Australian Financial Services License: 499923
ABN: 57 209 829 922