Specialist Financial Solutions

What Specialist Financial Solutions does

Specialist Financial Solutions Pty Ltd (ACN 120 859 921 ATF Specialist Financial Solutions Unit Trust ABN 34 066 862 443) is a private Australian financial advisory firm operating under the client-facing brand "Preston Wealth." Founded in 2006 and headquartered at Level 1, 1 Preston Street Como, WA 6152, the firm delivers personalized financial planning services to individuals and families primarily in Western Australia. Its service portfolio spans superannuation, retirement planning, investments, wealth protection, self-managed superannuation (SMSF), debt management, estate planning, and aged care advisory.

The firm operates on a sales-led model using a structured 5-step process (Discovery Call, Data Gathering, Financial Plan, Implementation, Support) and is delivered by four Authorised Representatives (Ryan Kelly, Tony Minchin, Darryn Pereira, Scott Tang). Its core technology stack is Consultum Financial Advisers' digital advisory platform (wealthreport.consultum.com.au), which provides Wealth Central for new-client profiling, a Client Dashboard, Digital Fact Find, Wealth Review reporting, and a Document Vault. The firm is an Authorised Representative of Consultum Financial Advisers Pty Ltd (AFSL 230323), which supplies the Australian Financial Services License and platform infrastructure.

Revenue is generated through fee-for-service financial advisory engagements (potentially with AUM-based components), with pricing quoted privately rather than publicly disclosed. Customer acquisition relies on content marketing via a website, insights blog, quarterly newsletter, financial calculators, and social media channels, with testimonials published on site. The firm has 11-50 employees, a single office, and no disclosed funding rounds, M&A activity, or external investors.

Name

Specialist Financial Solutions

Legal name

Specialist Financial Solutions Pty Ltd ACN 120 859 921 ATF Specialist Financial Solutions Unit Trust ABN 34 066 862 443

Website

https://specialistfinancialsolutions.com.au

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Specialist Financial Solutions (trading as Preston Wealth) is a Western Australia-based financial advisory firm delivering personalized financial planning across superannuation, retirement, investments, wealth protection, SMSF, debt, estate, and aged care to individuals and families under Consultum's AFSL.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)

akta.pro secondary industries

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)

Keywords

• Financial advisory services
• Retirement planning advice
• Superannuation services
• Wealth protection insurance
• Estate planning advice

Headquarters

HQ city

Subiaco

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-for-service or potentially AUM-based financial advisory fees for personalized financial planning, wealth management, superannuation advice, retirement planning, and related services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Specialist Financial Solutions (trading as Preston Wealth) is a Western Australian financial advisory firm that delivers personalized financial planning advice to individuals and families. Core services include superannuation, retirement planning, investments, wealth protection, self-managed superannuation (SMSF), debt management, estate planning, and aged care advice, supported by a 5-step Discovery-to-Support process and a digital wealth-reporting platform.

Product overview

Specialist Financial Solutions operates through its client-facing brand Preston Wealth, offering a unified financial advisory platform. The core product is the Wealth Report system (including Wealth Central), which provides interactive financial profiling and reporting. This core platform is supported by sub-products including Client Dashboard, Digital Fact Find, Wealth Review, and Document Vault. The company also offers a comprehensive suite of advisory services including Superannuation, Retirement Planning, Investments, Wealth Protection, Self Managed Superannuation, Debt Management, Estate Planning, and Aged Care services. The digital tools are accessible through a client portal (wealthreport.consultum.com.au).

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Report / Wealth Central An interactive solution that enables new clients to build a personalised financial profile and receive obligation-free Wealth Reports with superannuation projections and wealth comparisons, supporting the advisory engagement.
• Superannuation Services Advisory services for individuals building retirement savings through superannuation, including strategy and contribution planning for individuals and families in Western Australia.
• Retirement Planning Services Financial planning services to help clients prepare financially for retirement, including transition strategy and income planning.
• Investment Services Advisory services covering various investment needs and circumstances for individuals seeking guidance before committing funds to any investment.
• Wealth Protection Services Insurance evaluation and risk assessment services designed to protect clients and their families, positioned as the foundation of all financial plans.
• Self Managed Superannuation (SMSF) Services Advisory services for individuals who act as trustees and members of their own self-managed superannuation fund, covering SMSF setup, investment strategy, and administration responsibilities.
• Debt Management Services

Named customers5 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Consultum Financial Advisers Pty LtdcoreStrategic or Co-development PartnerSpecialist Financial Solutions operates as an Authorised Representative of Consultum Financial Advisers Pty Ltd (ABN 65 006 373 995, AFSL 230323). Consultum provides the Australian Financial Services License and technology infrastructure including the Wealth Central and Wealth Portal platforms used for client management, financial reporting, and document storage.

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Direct peers

• Bridges Financial Group: Australian financial planning group operating authorised-representative advisers delivering comprehensive wealth advice. Comparable on dealer-group affiliation model and full-lifecycle retail financial planning services.
• Count Financial: Australian financial advice network operating authorised-representative practices under a group AFSL. Directly comparable to Specialist Financial Solutions on the authorised-representative / dealer-group business model and retail-advice focus.
• WT Financial Group: Australian financial services licensee supporting a national network of financial advisers under authorised-representative arrangements. Highly comparable dealer-group / authorised-rep model and retail advice focus.
• Fortnum Private Wealth: Australian privately-owned wealth advisory group supporting a network of advisers under a central AFSL. Highly comparable authorised-representative structure and full-service retail wealth offering.
• Shadforth Financial Group: Western Australia-headquartered financial advisory firm offering superannuation, retirement, investment, and aged-care advice. Closely comparable on WA geography, multi-service breadth, and retail-client base.

Broad incumbents

• Macquarie Wealth Management: Major Australian wealth manager offering financial advice, investment management, and superannuation. Comparable product breadth (super, retirement, investment, protection) but as part of a much larger banking group.
• Insignia Financial (formerly IOOF): Large Australian wealth and advice group with multiple advice brands covering financial planning, superannuation, and portfolio management. Comparable services but at institutional scale.
• AMP Financial Planning: Australia's largest retail financial advice network operating under the AMP AFSL. Overlaps substantially on full-service retail wealth advice, superannuation, and retirement planning, but operates at vastly greater scale.

Emerging players

• HUB24: Australian digital wealth platform enabling advisers and direct consumers to access managed portfolios, SMSF administration, and investment reporting. Comparable on the digital-adviser-tooling and SMSF capability that Specialist Financial Solutions delivers through Consultum.

Regional players

• Lifespan Financial Planning: Multi-adviser Australian financial planning practice delivering comprehensive wealth advice. Comparable on the multi-adviser authorised-representative model and full-lifecycle retail advice, though operating from different geographies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Specialist Financial Solutions