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PARC WEALTH GROUP PTY LTD
AFSL 535090 · ABN 24652326915 · MALVERN, VIC · Licensed since 2021
Corporate GroupSingle State
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5
Advisers
6.6 yrs
Avg. adviser experience
1
States
40%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ MDA
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 100%SMSF Assoc. 20%CPA 20%
% of current advisers holding each professional membership
States: VIC
Corporate group: EBI 3 Trust & PCLC Family Trust & The LML Capital Trust & UOME Wealth Trust
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