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CPW ADVISORY PTY LTD
AFSL 527159 · ABN 66644663758 · SHEPPARTON, VIC · Licensed since 2021
Corporate Group2 States
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8
Advisers
15.6 yrs
Avg. adviser experience
2
States
25%
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 88%SMSF Assoc. 12%CA ANZ 12%
% of current advisers holding each professional membership
States: NSW, VIC
Corporate group: The Trustee for CPW Unit Trust
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