Collective Wealth Advisers
Financial Services - 19 Lang Parade MILTON, N/A, AU
Collective Wealth Advisers Employees
Collective Wealth Advisers Details
Welcome to Statewide Wealth - Helping Australians Create, Protect and Enjoy! We are an independent, boutique financial planning firm providing new and existing clients a full range of financial planning services and on-going advice to build, manage and safeguard their future. At Statewide Wealth, we pride ourselves on being professionally connected and personally involved. Our Story Statewide Wealth was formed from a unique vision about what a client focused and service driven financial planning offering should be. Previously known as Statewide Financial Services Group and part of the well-established Statewide Taxation Services family, the new Statewide Wealth team brings a fresh and engaging approach to the provision of industry leading advice, proactive management of all superannuation, investment and insurance portfolios and most importantly, a strong emphasis on regularly reviewing your personal situation to ensure your plan is right for you in all stages of your journey. We are proudly independent and believe that each and every client has unique needs and objectives. Our professional association with the Securitor Group (a division of BT Financial and Westpac) provides Statewide Wealth with the strength of a global operation while maintaining the flexibility to act independently on a local level. Our financial planners are members of the FPA (Financial Planning Association of Australia Limited) and follow the rigorous Code of Professional Practice that the Association requires. We always aim to meet and exceed these professional standards and are committed to achieving the highest standards through our collective conduct and continuing professional education. We look forward to meeting with you and forming a positive partnership to build, manage and safeguard your wealth.
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