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CLIMB WEALTH PTY LTD

AFSL 409424 · ABN 36146520390 · SYDNEY, NSW · Licensed since 2011

Corporate GroupMulti-State
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13
Advisers
17.3 yrs
Avg. adviser experience
4
States
15%
New advisers in past 2yrs

Authorised to advise on

None of the key differentiators
SecuritiesSuperannuationLife Insurance (Risk)Life Insurance (Invest)Managed InvestmentsIDPSGovernment BondsDeposit ProductsRSA

Adviser community

FAAA 31%CPA 15%AIOFP 8%

% of current advisers holding each professional membership

States: NSW, QLD, VIC, WA

Corporate group: Wealth Spectrum Pty Ltd

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