Welcome to Primarius Financial Solutions

Here at PFS, we're all about our clients. We take pride in going the extra mile, and make sure that all of your financial needs are met to a high standard. We appreciate the individuality of people and businesses and are committed to providing timely, accurate solutions tailored to suit your situation. 

Our licensing and experience covers all major areas of financial services, and for a good reason. We've seen lots of firms that try to dabble in multiple zones for their clients, but still try to keep the areas separate in their firm. We don't think doing business this way works, so our office environment is one of collaboration and cross-learning, all so that we can provide you a more cohesive experience. Our job is all about making your life easier, and we think we're pretty good at it, but don't just take our word for it - have a look through our services and get in touch with us to find out more.


Our Services

Lets talk about what we can do for you.

Business Services
  • Structuring Advice
  • Succession Planning
  • Virtual CFO Services
  • Due Diligence
  • Corporate Secretarial
Accounting & Tax
  • Financial accounts
  • Tax returns
  • Tax planning & Advice
  • Budgeting & Forecasting
  • Bookkeeping
Wealth Management
  • Superannuation
  • Investments
  • Estate Planning
  • Retirement Planning
  • Personal Insurance
Finance Broking
  • Residential mortgages
  • Commercial mortgages
  • Personal loans
  • Loan consolidation
  • SMSF borrowing

A brief history of Primarius


Hello, Forum!

July 1, 2004

After moving to Australia and spending 10 years at larger firms Muriel started PFS, but back then we we’re called Forum Accounting & Advisory.  The main goal of Forum was to provide clients with a better service than they would receive anywhere else, and to take proactive steps to ensure that we added value for…

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Quality over Quantity

April 1, 2006

Forum receives their ISO9001 quality assurance certification. We’d been working towards this since the first day our doors were opened, and still maintain our quality assurance today. Maintaining and updating our systems is one of the most important jobs here at PFS, and everyone takes part.

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So much space

September 1, 2007

Along with the lack of client parking on the streets of West Perth, we’ve now become a little bit too big for our first dungeon-like office and its time for the move into somewhere new. Forum moves to a fresh new office in Perth on the corner of Stirling & Newcastle street, where we still…

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A family matter

September 2, 2007

Alan joins the firm during our move to the new Perth office and takes over the day to day running of the business. This frees up Muriel to focus more on technical aspects of client work.

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Credit Crunchers

November 1, 2010

Forum Planning & Advisory (now Primarius Wealth Solutions) applies for, and is granted their own Australian Credit License!

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The apple doesn’t fall far..

December 14, 2012

Matthew returns to Perth and joins Forum, taking over responsibility for the financial planning & mortgage broking arm, allowing Muriel to focus almost entirely on accounting and tax technical.

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Enter, PFS

May 1, 2015

Its time for a change! Forum Accounting & Advisory becomes Primarius Financial Solutions and has a bit of a branding face-lift.

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More independance

January 1, 2016

PFS is granted their own Australian Financial Services License! After years of being authorised by larger financial services licensees, PFS decided it was time to go out on their own, and really try to change the way financial services are delivered.

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The Team

Our most important asset for providing the service you deserve is a high quality team.  Every member of our team is committed to constantly improving their professional skills and expertise in order to better meet your needs. We don't have a very large team here at PFS, and that's no mistake. We're firm believers in quality over quantity, and as a result are very selective with both recruitment and retention of our staff. The standards here are high, but its all because we don't think that our clients deserve any less than perfect. 



Alan Oliver


Alan has extensive experience in commerce both in Australia & abroad.

Alan joined the firm in 2007 to add to the exceptional team at Primarius (ex Forum), and to manage the practice on a day to day basis as well as leading the strategic direction of the firm.
In addition, Alan will also be offering business and financial planning advice to new and existing clients. He has the unique ability to take a pragmatic approach to solving everyday business problems and uses his past experience in restructuring and change management Internationally, to help businesses solve their everyday problems.

He is also the Finance and Operations Director for another Western Australian owned businesses.

Matthew Oliver

AFA, MAICD, DipFP, DipFMBM, Tax (Financial) Adviser

Matthew is in charge of the financial services team at Primarius. Matthew joined the Primarius Team in 2013 after spending 6 years in the Australian Defence Force, and was appointed to the board in 2015. He has been a key player in moving Primarius forward to holding our own Financial Services Licence. 

Matthew believes in strong compliance whilst making it his goal to find innovative options to moving both the firm as well as the business and investment performance of our clients to the next level..


Muriel Oliver


Muriel leads the Accounting and Taxation team at Primarius, having over thirty years' experience in Accounting and Advising, both in Australia and abroad. Muriel's industry experience covers a wide range of industries, with extensive experience in the accounting profession as well as in Industry and Commerce.

Muriel enjoys using her experience and knowledge to find solutions for clients that meet their needs and add value not only to their personal financial position, but also that of their businesses. For this reason she has started writing a series of eBooks on various business, investment and tax related topics.


Team Leaders

Joseph Sweet

 Joe is the leader of a client services team at PFS, and is in charge of the plannings & scheduling of team training.

Imogen Argile

 Imogen is our wealth management client services team leader, as well as our main point of liaison for legal practitioner referral partners. Imogen is also responsible for recruitment and has a central role in the maintenance of quality assurance systems and procedures.  

Darrell Lo

 Darrell is the leader of a client services team, and is the main contact for taxation related legal referral partners.


Get in contact

When are we open?

Monday - Friday 8:00am to 5:00pm

Meetings are by appointment only. Times are available outside of business hours by individual request, subject to availability.


The particulars

Office Location - 3/150 Stirling Street, Perth WA 6000

Phone - (08) 6313 1500

Fax - (08) 6313 1500

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