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HOUSE OF WEALTH FINANCIAL PLANNING PTY LTD
AFSL 488612 · ABN 12613122839 · MULGRAVE, VIC · Licensed since 2017
Corporate GroupSingle State
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3
Advisers
11.7 yrs
Avg. adviser experience
1
States
33%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
None of the key differentiators
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 33%SMSF Assoc. 33%CPA 67%
% of current advisers holding each professional membership
States: VIC
Corporate group: Wilson FUNG
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