We are proud to be a licensee of Alliance Wealth, a subsidiary of one of Australia’s largest financial advice communities, Centrepoint Allliance.
As authorised representatives of Alliance Wealth, we as advisers are offered a wide range of services and support, including:
Alliance Wealth provides us with the necessary tools to assist us in excelling at efficiency, compliance and quality advice, while respecting our professional independence and client relationships.
Centrepoint Alliance is on of the largest financial services organisations in Australia, bringing together the strength and stability of a publicly-listed entity with the agility and family culture of a small business.
Centrepoint Alliance are committed to leading the wealth and funds management space to support quality of advice and highly certain outcomes for all Australians.
The purpose of this Financial Services Guide (FSG) is to help you make an informed decision about the services we offer and whether they are suited appropriately to meet your needs. This guide should be read in conjunction with the Adviser Profiles below.
(AR No. 278576)
(AR No. 1239649)
(AR No. 1238234)