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Private Wealth
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The Benefits

Private Wealth is a non-aligned Australian Financial Services Licensee.  Private Wealth provides the following advantages:

  • Owned and operated by Advisers for Advisers
  • Operates solely as a shared service provider to our practices
  • No bank, fund manager or insurance company ownership
  • Independence to run your own practice and promote your own brand
  • Freedom to select the best platform and products for your clients’ needs
  • Flat monthly fees for the services provided
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  • Private Wealth Pty Ltd
  • ABN 15 771 186 421
  • Australian Financial Services Licence No. 320404
  • Australian Credit Licence No. 320404