Corporate Profile.

Odyssey

Alliance Wealth.

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:

  • Ongoing professional development and training
  • Mandatory audits to ensure all compliance is being adhered to
  • Access to a wide, approved product list that has been researched by a team of professionals.

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.

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.

Alliance Wealth

Odyssey Specialist Group
Pty Ltd Corporate
Authorised Rep No. 409795
Alliance Wealth Pty Ltd
ABN 93 161 647 007
AFSL No. 449221
aw@cpal.com.au
1300 557 598  
www.centrepointalliance.com.au

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.

The purpose of the Privacy Policy is to outline how the Centrepoint Alliance Ltd group of companies (the CAF Group) an its officers, advisers, agents and employees collect, use and retain personal and sensitive information.

Tony Rosenberg

(AR No. 278576)

Jane Mulvihill

(AR No. 1239649)

Hana Nataprawira

(AR No. 1238234)