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WEALTH TODAY PTY LTD
AFSL 340289 · ABN 62133393263 · SYDNEY, NSW · Licensed since 2009
InstitutionalMulti-State
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56
Advisers
15.3 yrs
Avg. adviser experience
5
States
9%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 39%SMSF Assoc. 7%CPA 4%CA ANZ 2%AIOFP 2%
% of current advisers holding each professional membership
States: NSW, QLD, SA, VIC, WA
Corporate group: WT FINANCIAL GROUP LIMITED
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