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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

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