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WealthSure Pty Ltd

Overview:

WealthSure Pty Ltd commenced operation in June 2001. Originally operating as a Licensed Dealer in Securities and Life Brokerage, WealthSure was granted an Australian Financial Services Licence under the FSRA legislation in January 2004.

WealthSure has over 300 authorised advisers in Western Australia, New South Wales, Queensland, Victoria, ACT, South Australia and Tasmania. WealthSure is independently owned* and is a principal member of the Association of Independently Owned Financial Planners (AIOFP).

All of WealthSure's authorised advisers are experienced practitioners qualified to tailor financial plans and strategies to their clients' individual needs. All advisers meet industry training and continuing education standards and must abide by a strict code of ethics and rules of conduct.

The group has close associations with all of the major investment institutions and has an extensive approved product list for financial planning clients. WealthSure is committed to providing superior financial service to all of its clients.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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