Business Consulting
Business
Consulting
Services
At wealthadvice we are proud to be able to offer more than financial planning services. We consult to many businesses in:
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Investment research and consulting services
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to large and small Australian Financial Services licensees including participating on investment committees, portfolio construction and management, investment product research, Approved Product List management
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guidance on governance, corporate structures and compliance
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overall market and economic communications,
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managed account / SMA setup and portfolio management.
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Product design, creation, implementation and distribution for funds management organisations including traditional managed fund structures, ETFs, LICs and other listed entities
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Distribution strategies for funds management and administrative services including research ratings and APL inclusion
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Acquisition, merge and sale of businesses of all sizes in funds management and financial planning
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Business planning for financial planning practices
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Fintech and Regtech consulting
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Financial Services Education from Diploma to Masters level including curriculum construction, course material editing, setting and marking assessments, Course advisory and lecturing