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PERKS PRIVATE WEALTH PTY LTD
AFSL 236551 · ABN 88086643058 · ADELAIDE, SA · Licensed since 2004
IndependentSingle State
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16
Advisers
14.6 yrs
Avg. adviser experience
1
States
19%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Derivatives✓ Margin Lending✓ General Insurance
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 50%SMSF Assoc. 19%CA ANZ 50%
% of current advisers holding each professional membership
States: SA
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