The Wealth Tactics solution is all about understanding the importance of the adviser and client relationship. We assist our clients in their value proposition by providing expert financial planning compliance, technical and technology assistance at reasonable prices.
We utilise our specialist industry knowledge and experience to provide commercially viable and compliant solutions for advisers, AFSLs, industry bodies, regulators and other industry professionals.
Our list of services is extremely flexible due to our extensive experience and the continual evolvement of our industry. Below are just some of the typical services in which we excel:
• Compliance sounding board
• Technical strategy sounding board
• Advice pre-vetting
• Adviser and AFSL compliance audits
• Advice template creation
• AFSL governance assistance
• Policy & procedure development
• Compliance project management
• Adviser, AFSL and paraplanner due diligence
• Advice & compliance software due diligence and testing
• Adviser & paraplanner recruitment and training
There is no job too big or too small for us to consider so please feel free to reach out so we can help you.
Company Details
- Employees
- 2
- Address
- Southport, Qld 4215, Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Southport.
- HQ
- Southport, QLD
- Competitors
Wealth Tactics Questions
Wealth Tactics's LinkedIn profile is https://au.linkedin.com/company/wealth-tactics
Wealth Tactics has
2 employees.
View email and phone details for 2
employees at Wealth Tactics.
Wealth Tactics's industry is
Financial Services
Wealth Tactics's categories are Financial Services
