Crypto Advisor in Perth: How to Find the Right Help

Key points (TL;DR)

What kind of crypto help do you need in Perth?

Most people who search for a crypto advisor in Perth need one of three things, and each one is checked in a different place.

Collective Shift sits in the third row. Collective Shift provides education and research, not personal financial advice. It does not hold your crypto, and it does not tell you what to buy or sell for your situation.

Watch: Ben Simpson on this topic

Key takeaway: Ben’s free course starts with security and choosing a reputable exchange, then asks whether you are an investor or a trader before you buy anything.

Do you need a crypto adviser based in Perth?

Not always. Licensed financial advisers and registered tax agents follow the same national rules wherever they are, so a Perth adviser and an interstate adviser are checked on the same registers. A local adviser can be easier for face to face meetings, and many now meet online.

Research and education work the same way. Collective Shift is based in Melbourne, and Perth members learn the 5-step SHIFT Method online through the research, the Academy and the live sessions. The method is the same for every member: Set your plan in writing, Hold Bitcoin as your core, Invest in on-chain businesses with real revenue, Filter every coin before you buy, Take profits on the way up.

Can you join the live sessions from Perth?

Western Australia does not observe daylight saving. From October to April, Perth is three hours behind Melbourne, so a 9am live session in Melbourne starts at 6am in Perth. For the rest of the year Perth is two hours behind, so the same session starts at 7am.

Live sessions run on Melbourne time. Members can return to replay links and written key takeaways for the weekly market update and analyst Q&A, so you can catch up around work and family.

How do you check a crypto adviser in Perth?

1. Search the person’s name on the Moneysmart Financial Advisers Register. The register lists every adviser authorised to give personal advice in Australia, wherever they live.
2. Check the licensee (the AFS licence holder) on the ASIC registers.
3. Ask what their licence lets them advise on, and how they are paid. Not every licence covers crypto or every investment product.
4. For crypto tax returns, check the agent on the Tax Practitioners Board register.
5. Read Moneysmart: Choosing a financial adviser before your first meeting.

The questions to ask, and the warning signs, are covered in our national guide to crypto advisors in Australia. This page adds what is specific to Perth.

What does crypto tax look like for someone in Perth?

Crypto tax is federal, so the rules in Perth are the same as anywhere else in Australia. The ATO treats crypto as a capital gains tax asset, so selling, swapping or spending it is usually a disposal you report, and the 12-month CGT discount can apply to assets held long enough. The ATO explains this on ATO: Crypto asset investments and in ATO: Acquiring and disposing of crypto assets.

Western Australian state taxes do not apply to crypto itself, so your crypto tax question is a federal one. If your income changes year to year, timing a sale around the 12-month discount can matter, which is a question for your registered tax agent.

Keep records of every buy, sell and swap from day one, because that is what your tax agent will ask for. Our what records you need for crypto tax in Australia guide lists what to keep. This page is general information only, not tax, legal or personal financial advice. Speak with a registered tax agent or solicitor about your own situation.

How does the SHIFT Method work?

Every member follows the same five steps, so the plan comes before any coin:

1. Set your plan in writing. Goals, position sizes and exit rules go on your Strategy Sheet, your own written plan.
2. Hold Bitcoin as your core. Bitcoin is the base of the portfolio, ideally held in self-custody.
3. Invest in on-chain businesses with real revenue. Projects with real users and fees, not stories.
4. Filter every coin before you buy. Unlocks, dilution and liquidity are checked first.
5. Take profits on the way up. Planned partial sales on your Profit Ladder, made by plan, not panic.

The Accelerator membership runs for 12 months and starts with a 4-week live strategy build, then gives you research, the Academy, the Live Crypto Portfolio (see our analysts’ portfolio buys and sells) and a weekly live analyst Q&A. Platinum adds 8 private analyst sessions a year, weekly Foundations and Strategy Workshops, a dedicated client success manager and two in-person masterminds a year.

Who is Collective Shift?

Collective Shift is a crypto research and education company founded in Melbourne in 2020 by Ben Simpson, a TEDx speaker (Why You Should Care About Cryptocurrency & Digital Assets, TEDxCecilStreet, September 2022). It has 15+ staff, 1,000+ members and a rating of 4.8 out of 5 from 135+ verified Trustpilot reviews. Collective Shift Pty Ltd holds ABN 78 650 977 325, which you can check on the Australian Business Register. Every member works through the 5-step SHIFT Method: Set your plan in writing, Hold Bitcoin as your core, Invest in on-chain businesses with real revenue, Filter every coin before you buy, Take profits on the way up. You can check the company facts on our page Is Collective Shift legit?

What is your next step?

If you want a structured way to learn, the first step is to book a private 1-on-1 strategy call. You can read about the Accelerator membership and the Platinum membership first, or read member success stories. Both memberships carry a 14-day money-back guarantee, with conditions in the policy. Collective Shift provides education and research, not personal financial advice. It does not hold your crypto, and it does not tell you what to buy or sell for your situation.

Written by Ben Simpson, founder of Collective Shift and TEDx speaker, and reviewed by Matt Willemsen, Director of Research. Time zone details as of November 2026. General information only, not personal financial advice.

Where this guide comes from

• Time zones: Western Australia does not observe daylight saving (Australian Government, australia.gov.au time zones)
• ASIC registers and Moneysmart Financial Advisers Register (accessed 2 Nov 2026)
• Australian Taxation Office, Crypto asset investments (accessed 2 Nov 2026)
• Collective Shift Academy: the 5-step SHIFT Method and Strategy Sheet
• Ben Simpson, TEDxCecilStreet talk, September 2022 (ted.com)
• YouTube: Full Long Term Crypto Investing & Trading Course (100% FREE), Ben Simpson, 2025-10-31

Collective Shift live sessions and Academy lessons are available to members. This guide is general education only and is not personal financial advice.

Last updated 2 Nov 2026. Written by the Collective Shift team.

General information only. Collective Shift provides research and education, not personal financial advice. We don’t manage your money or hold your crypto. Consider your own circumstances and speak with a licensed adviser and a registered tax agent before acting. Past performance is not a reliable indicator of future performance.