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WDP Financial Solutions Pty Ltd
       
 
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WDP Financial Solutions Pty Ltd
 
 
Overview: 

WDP Financial Solutions Pty Ltd (formerly Waters Dace Financial Planning Pty Ltd) was established in July 1999 and has held a Securities Dealer's Licence continuously since that date.  This allows our firm to provide comprehensive in-house financial planning and investment advice to our clients.  Also, by holding our own licence the firm is not aligned to any external dealers or product providers and therefore is in a better position to provide un-biased professional advice.  The firm is also a Principal member of the Financial Planning Association. Embracing both accounting and financial planning as a total financial service is in keeping with our philosophy of adopting a holistic approach towards our clients' financial affairs.
History: 

The accounting practice was established in Dandenong by Bryan Waters in 1968 and the partnership between Bryan and Graham Dace commenced in 1976.

Simon Eccles was admitted as a partner in 2001 and Marc Di Genova and Ryan O'Shea in 2009.

Whilst Bryan Waters, Graham Dace, and Ken Kwong have retired from the firm, they are still in regular contact with us and Graham is actively involved as a consultant to the firm.  

The firm has experienced strong consistent growth over the years through its commitment to understanding and meeting our clients' needs. We strive always to achieve the highest level of ethical and professional standards in the performance of all assignments and engagements that we undertake.

 All our staff consistently upgrade their knowledge through professional development.

WDP Financial Solutions was established in 1999 to meet our clients’ special investment and financial planning needs, whether within the context of retirement planning or to achieve other pre-retirement lifestyle goals.

We have our own Australian Financial Services Licence and are a principal member of the Financial Planning Association of Australia.
Formerly known as: 

Waters Dace Financial Planning Pty Ltd


 
 
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