About Westmount Financial
Founded in 1977, Westmount is one of the few privately-owned financial planning and advisory practices in Australia that has truly withstood the test of time.
Rick Maggi CFP, Financial Advisor (Perth), Managing Director
Rick Maggi
Rick Maggi, a Canadian-born Financial Advisor and Certified Financial Planner (CFP), brings over 40 years of expertise to his role as the owner of Westmount Financial, established in 1977. With extensive experience guiding clients through various market shifts and economic cycles, Rick has seen firsthand the tangible emotional and financial advantages that well-considered financial guidance can provide.
As a private consultant, Rick’s mission is straightforward: to deliver practical, problem-solving solutions while cutting through unnecessary complexity and jargon. Looking ahead, his larger vision is to transform the financial advisory field into a more approachable, people-centered profession—one that most Australians can access with confidence.
