Make a visit to williamgrant’s Subiaco office and you’ll soon realise this isn’t your run-of-the-mill financial planning business.
Gone is the frosty corporate reception, replaced by a warm welcome and authentic conversations about you, your family and your financial goals.
You won’t hear how well respected father-son duo Bill and David Jarrott are within the industry – or about the extended team’s combined 60 years’ financial experience – you will simply see it in action.
The close-knit team doesn’t just excel professionally; comprised of a WA Football Hall of Fame inductee and long-distance runner to name a few – it is safe to say that the team lives the quintessential WA lifestyle and it’s that down-to-earth sense of community, passion and drive that has seen williamgrant become one of WA’s financial planning leaders today
David Jarrott CFP ®, CA, B.Comm
Managing Director & Senior Financial Adviser
David has 15 years’ experience in the accounting and financial planning sectors. He holds a Bachelor of Commerce Degree, is a Certified Financial Planner and Chartered Accountant. David is a member of the Financial Planning Association and Institute of Chartered Accountants. He has previously worked with PricewaterhouseCoopers as a senior tax consultant, was the Managing Partner of Jarrott McCracken Financial Consultants and is now the Managing Director and Senior Financial Adviser of williamgrant Financial Consultants.
In his spare time David enjoys surfing, golf and long-distance running.
David’s ASIC Representative Number is 245998
Bill Jarrott FCPA FPS, AFP ®, Dip Accting
Director & Senior Financial Adviser
Bill has 38 years’ experience in the accounting and financial planning sectors. Bill is a fellow of the Australian Society of Certified Practicing Accountants and holds a Specialist Financial Planning Designation with that association. He is an Associate of the Financial Planning Association and is a Registered Tax Agent.
Bill has operated his own accounting and financial planning business since 1974, was a partner of Jarrott McCracken Financial Consultants and is now a Director and Senior Financial Advisor of williamgrant Financial Consultants.
Bill has lectured and taught on the concepts and processes of financial planning. Bill is an avid golfer.
Bill’s ASIC Representative Number is 245999
Grant Vernon CA
Grant is a Chartered Accountant and also holds a Graduate Diploma in Applied Finance and Investment.
He spent ten years as Chief Executive Officer of international franchise and printing brand Snap Franchising and prior to that occupied senior management positions in the financial services industry.
Grant specialises in advising private family offices and was COO of Andrew and Nicola Forrest’s Minderoo Group and currently works with the Mazur Family’s Magnet Group. He is a former Chair of Perth College and is currently on the Wesley College Council.
A member of the WA Football Hall of Fame, Grant umpired more than 200 games of AFL football. He continues to be a keen tennis player and runner having completed Ironman triathlons and the Boston marathon.
Grant has also completed a course in Leadership Best Practice at Harvard Business School. Grant is a Director of williamgrant Financial Consultants and sits on the Board, although does not work in the business on a day to day basis.
Melanie Davies B Bus, DFP
Melanie holds a Business Degree majoring in Economics and Finance from Curtin University and a Diploma of Financial Planning.
Previously, Melanie worked as a Financial Adviser at Perpetual, providing investment advice and active portfolio management to the trusts and estates under management by Perpetual.
Melanie then worked as an Equities Adviser at Paterson’s Stockbroking, specialising in “blue chip” Investments. Melanie actively managed her client’s portfolios using margin lending facilities and also lectured to investors at the Australian Stock Exchange with seminars on negative gearing.
Melanie’s ASIC Representative Number is 001248363
Client Services Officer
Cassandra has completed a traineeship in Financial Services: Accounting.
Previously, Cassandra has spent the last seven years in the financial services industry, primarily in Client Services, Retail Operations and as an Agency Specialist with Bendigo Bank.
In her spare time, Cassandra enjoys all fitness activities and the interior design of her new home.
Her role at williamgrant involves the ongoing support to our advisers and clients.
Cassie is studying Commerce, majoring in Accounting and Marketing at the University of Western Australia.
Cassie has a passion for dancing – including jazz, tap, ballet and contemporary. This has taken her to Los Angeles, where she performed at Disney Land, Universal Studios and Madame Tussauds.
Cassie is currently working part time in reception at williamgrant Financial Consultants.Make a visit to williamgrant’s Subiaco office and you’ll soon realise this isn’t your run-of-the-mill financial planning business.