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Dealer Group - Financial Planning 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. Initially operating with advisers in Perth Western Australia, WealthSure expanded rapidly so that by 2005 WealthSure also had authorised advisers in New South Wales, Queensland, Victoria, and ACT. WealthSure is independently owned* and is a principal member of the Association of Independently Owned Financial Planners (AIOFP). Wealthsure merged with the Sentry Group in 2015 and became Wealthsure Financial Services Pty Ltd. All of WealthSure's authorised advisers are experienced practitioners qualified to tailor financial plans and strategies to client's 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. Australian Financial Services Licensee, License No. 326450 -------------------------------------------------------------- * Independently owned means that 360 Degree Wealth Services is not owned by Banks, Financial Institutions or Fund Managers. |
Dealer Group: 360 Degree Wealth Services are a Corporate Authorised Representative of Wealthsure Financial Services Pty Ltd.. |
