Wealth Merchants Australia

Wealth Merchants Australia is a privately owned financial planning firm located in Geraldton, Western Australia. Allan Butson is the Principal and has worked in the financial planning industry since 1983. Allan Butson holds a Diploma of Financial Services (Financial Planning), a Master of Professional Accounting, and is a SPAA SMSF Specialist Adviser.

Allan is supported by a dedicated administrative team experienced in the financial planning industry. The firm offers services including superannuation advice, investments, retirement planning, business and risk strategies, cashflows, direct property advice, personal insurance, and investment options.

Tax return work at this Geraldton practice is the subject of a client account describing repeated missed deadlines. A tax return lodged in July was promised by the end of that week, then re-promised week after week for months, before unfinished paperwork was finally returned in December.

The client calls the experience unacceptable and recalls receiving only excuses, with no indication that the practice cared about the outcome. That single account is the only feedback recorded for this financial advisers and planners business, and it focuses on unfinished tax work, broken commitments and a lack of follow-through from lodgement through to the return of incomplete documents.