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DORSET WEALTH MANAGEMENT PTY LTD
AFSL 558504 · ABN 75676129810 · BRISBANE CITY, QLD · Licensed since 2024
Corporate GroupSingle State
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6
Advisers
12.5 yrs
Avg. adviser experience
1
States
17%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products
Adviser community
FAAA 67%SMSF Assoc. 50%SIAA 50%
% of current advisers holding each professional membership
States: QLD
Corporate group: Lois Anne NEILSON
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