About Aspen Corporate Financial Planning
We built Aspen around a simple idea: once your financial life gets complicated enough — a business, an investment property, family wealth, more than one income stream — you need one adviser who sees all of it, not several people each seeing a slice.
Our approach
Aspen's financial planning practice began in 2001, inside Aspen Corporate Pty Ltd, advising the firm's existing tax and accounting clients. In 2015 it became its own entity — Aspen Corporate Financial Planning Pty Ltd — formed specifically to serve those clients as a dedicated advice practice, headquartered in Perth and now working with clients across Australia.
Most of our clients are running a business, well into a career, or managing wealth built up over a long period — their affairs have enough moving parts that a single annual review doesn't really cover it. Both advisers hold the Certified Financial Planner® designation and are members of the Financial Advice Association Australia (FAAA), operating as Corporate Authorised Representatives of Personal Financial Services Limited. We also stay in contact with your existing accountant and lawyer as things progress, so decisions on one side don't come as a surprise on the other.
Our advisers
Two directors, both practising advisers, each authorised across a distinct range of financial planning areas.
Brad Twite, CFP®
DirectorCertified Financial Planner (CFP®), Bachelor of Business, Advanced Diploma of Financial Services (Financial Planning)
Member, Financial Advice Association Australia (FAAA)
Brad works with clients whose financial affairs have grown more complex over time — often business owners and professionals who need more than a single strategy applied once and left alone. His experience spans direct equities and margin lending in addition to core retirement, investment and protection planning, and he tends to work with the same clients for years, adjusting the plan as their circumstances change.
Jackson Dongray, CFP®
DirectorCertified Financial Planner (CFP®), Bachelor of Commerce
Member, Financial Advice Association Australia (FAAA)
Jackson's clients typically don't have a single financial question — they have several that need to work together: investments, superannuation, insurance, debt and business interests. He works through the whole position before recommending a direction, explains the reasoning plainly rather than just the outcome, and stays closely involved — alongside your accountant or lawyer — as circumstances change.
Brad Twite and Jackson Dongray, Aspen Corporate Financial Planning
Full details of each adviser's qualifications, authorisations and how we are paid are set out in their individual Financial Services Guide (FSG Part 2) — see FSG & Disclosures.