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FORVIS MAZARS WEALTH MANAGEMENT PTY LTD
AFSL 484885 · ABN 82133363809 · NORTH SYDNEY, NSW · Licensed since 2016
Corporate Group2 States
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4
Advisers
9.8 yrs
Avg experience
2
States
0%
New advisers (2yr)
Authorised to advise on
Key authorisations
✓ General Insurance
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Managed Investments✓ Deposit Products
Adviser model
Open to new advisers joining LicenseeNot yet provided
AFSL Authorisation OptionsNot yet provided
Minimum revenueNot yet provided
PI insuranceNot yet provided
Fee modelNot yet provided
Practice acquisitionNot yet provided
Services
✗Compliance support — not yet provided
✗Technical advice — not yet provided
✗Para-planning — not yet provided
✗Research committee — not yet provided
✗Cyber support — not yet provided
✗Marketing support — not yet provided
✗Practice development — not yet provided
Approved Platforms and Off-Platform Solutions
Off-Platform Solutions
Managed Portfolios
Platforms
Not yet provided
Technology
CRM / Planning software
Not yet provided
Adviser community
SMSF Assoc. 50%CPA 25%CA ANZ 100%
% of current advisers holding each professional membership
States: NSW, VIC
Corporate group: DUNCAN DOVICO HOLDINGS PTY LIMITED
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