12.0 Wealth Management Team

Our Wealth Management Team is comprised of Directors, Principal Client Advisers, Associate Advisers, Implementation Coordinators and a Production Manager.

The services that Wealth Management offer are:

• Financial Planning
• Retirement and Superannuation advice
• Altus Exchange – Investment platform
• Investments
• Education funding
• Altus Model Portfolio
• Borrowing advice
• Aged Care
• Estate Planning
• Lending