Financial Planning

To provide you with better services and products, the financial planning services of MyState Financial Limited (MyState) and Tasmanian Perpetual Trustees Limited (Tasmanian Perpetual Trustees) have joined together to create a stronger and enhanced financial planning practice. 

From 7 November 2011, our financial planning services will be offered by MyState Wealth Management, a registered business name of Tasmanian Perpetual Trustees.  MyState Wealth Management offers comprehensive financial planning services under the Australian Financial Services Licence held by Tasmanian Perpetual Trustees.

Whilst our name has changed, our commitment to deliver expert financial advice has not and as a result of this enhanced offering, MyState Wealth Management clients have access to increased investment product choices. The new product offering includes the MyState Wealth Management Investment Account where you will be able to access a new MyState Cash Management Account, MyState Term Deposits, Tasmanian Perpetual Trustees Mortgage Fund, as well as other investment funds and share offerings.

Find out more about the enhanced MyState Wealth Management practice.


Tasmanian Perpetual Trustees Limited ABN 97 009 475 629 AFSL/ACL Number 234630 is a wholly owned subsidiary of MyState Limited ABN 26 133 623 962. Please note this information does not take into account personal objectives, financial situation and needs. Tasmanian Perpetual Trustees Limited recommends that you read the relevant Product Disclosure Documentation or other disclosure documents and you consider seeking independent professional advice before making any decision or otherwise acting upon information contained or referred to on this website. The product’s PDS is available free of charge at any Tasmanian Perpetual Trustees branch.