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Personal Wealth Management Pty Ltd

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Personal Wealth Management Pty Ltd

Overview:

Personal Wealth Management Pty Ltd (Corporate Authorised Representative No. 253412) provides specialist financial planning advice, including wealth creation, pre- and post-retirement planning and risk management, to individual and corporate clients.

Peter Fallon (Authorised Representative No. 273638) is authorised to provide financial product advice and deal in all of the below mentioned categories as the Director of Personal Wealth Management Pty Ltd on behalf of Aon Financial Planning & Protection Limited (AFP&P).

Our relationship with AFP&P allows us access to an extensive range of products. This ensures that PWM is able to offer clients the best possible advice, tailored to their individual needs. We believe that clients, who are able to form a close working relationship with an Adviser, benefit greatly from this collaborative approach.

Our company logo's design reflects the essence of how we conduct our business; the two circles signify two parties working closely together, as shown by the adjacent tips, with neither party dominating, thus allowing co-operation resulting in a mutually satisfying relationship. The choice of colours in the logo draw on elements of the Australian landscape, signifying our connection with, and desire to work with Australians regardless of geographical location.

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