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:

 

  • Investment research and consulting services

    • to large and small Australian Financial Services licensees including participating on investment committees, portfolio construction and management, investment product research, Approved Product List management

    • guidance on governance, corporate structures and compliance

    • overall market and economic communications,

    • managed account / SMA setup and portfolio management.

  • Product design, creation, implementation and distribution for funds management organisations including traditional managed fund structures, ETFs, LICs and other listed entities

  • Distribution strategies for funds management and administrative services including research ratings and APL inclusion

  • Acquisition, merge and sale of businesses of all sizes in funds management and financial planning

  • Business planning for financial planning practices

  • Fintech and Regtech consulting

  • Financial Services Education from Diploma to Masters level including curriculum construction, course material editing, setting and marking assessments, Course advisory and lecturing

© 2018 wealthadvice.com.au  |  website by SODA

  • White LinkedIn Icon
  • White Facebook Icon
  • White Google+ Icon

Phone          +612 8094 8827

Mobile    +61 413 588 680

Email      clientservices@wealthadvice.com.au

Address  PO Box 317 Balmain NSW 2041

 

ABN 23 091 320 446

Australian Financial Services Licence 230253