About us

Hannagan Bassett Financial Services is one of Bunbury’s longest standing and most respected financial planning companies. For over 15 years Peter Hannagan, Murray Bassett and the team have been helping individuals, families and businesses achieve financial security.

Building your financial future requires careful planning. That’s why it’s important to seek sound advice from a qualified financial planner. Whether you’re planning for retirement or just starting out, Hannagan Bassett Financial Services will put you on the right track so you can reach your financial goals sooner.

We’ve become a trusted source of advice to individuals, families and businesses, helping them achieve financial security. Our friendly approach and personalised service has enabled us to build a loyal client base and become recognised as the leading financial planning practice in Bunbury, Collie and surrounds.

We pride ourselves on providing our clients with the highest standards of financial advice and quality service.

We’ll help you to:

  • Achieve your lifestyle and financial goals
  • Create wealth, grow and protect your assets
  • Make the most of your superannuation
  • Maximise your investments
  • Help you find the right home loan
  • Plan for retirement
  • Take advantage of redundancy or early retirement opportunities

We can advise you no matter what stage in life you are at, with our extensive range of services.

So when you leave our office you will do so feeling confident knowing you have a friendly and experienced team of professional financial planners steering your financial course.

Your Ongoing Support

Following the implementation of your Financial Plan, our support and guidance has only just begun. The key to the success of the advice we give you is the ongoing support.

We extend an offer to meet with you personally on a regular basis to formally review your situation and the appropriateness of the strategies being adopted. Should any changes be necessary, we will provide you with advice on the range of choices available to you and identify the optimal strategy.

Our Services

We provide a comprehensive range of financial planning services.

Our aim is to help you achieve your financial goals and objectives, while making sure your financial wellbeing is protected and maintained. We strive to build a long-term financial planning partnership with you by providing appropriate financial planning solutions, sound advice and quality service.

Your home loan
personal insurance
self managed super
Your Super
Your Investments
Your retirement

The Team

The team is the backbone of our business and we are proud of who they are and where they have come from. All of our financial planners are required to attain CERTIFIED FINANCIAL PLANNER™ certification – the industry’s highest qualification. As a client this means you can be assured of sound, reliable financial advice.

We’d like to introduce you to our team below. These are the friendly faces you’ll see when you come to visit us in our Bunbury or Collie office.

Murray
Bassett
Financial Planner

Staff_MurrayBassett

Peter
Hannagan
Financial Planner

Peter-Hannagan

Darren
Demarti
Paraplanner

Staff_DarrenDemarti

Anne-Louise
Nicholas
General Manager

Staff_Anne-LousieNicholas

Contact

2/18 Casuarina Drive
Bunbury WA 6230

PHONE 08 9721 8744 | EMAIL

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Disclosure statement: Hannagan Bassett Financial Services Pty Ltd, ABN 61 109 494 662 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licencee and Australian Credit Licencee. General Advice Warning: Any advice contained in this communication is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Information contained in this communication may contain references to other special offers or promotions offered by persons who are not part of the AMP group of companies. AMP has not verified, and is not responsible for, the information provided by other parties or persons not part of the AMP group of companies. Subject to any applicable law which cannot be excluded, AMP group of companies and Hannagan Bassett makes no warranties or representations regarding the quality, accuracy, merchantability or fitness for purpose of the goods or services available from these persons. Your obtaining of goods or services from these persons is at your own risk. AMP group of companies does not accept any liabilities arising from reliance on the access and the availability of the information, or fees and charges that relate to the use of such information. Privacy | Financial Services and Credit Guide © Copyright 2015. Hannagan Bassett Financial Services. All Rights Reserved. Website by SHMarketing & Design