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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 experience
2
States
25%
New advisers (2yr)
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 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
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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