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The Wealth Network is a privately owned company and the holder of an Australian Financial Services License (AFSL). 
 
We provide extensive services to our member firms to allow them to provide high quality financial advice to their clients.
We are currently seeking new applications for Advisers to join The Wealth Network. 
OUR MEMBERS
We align with quality. Our member network is comprised of some Australia's most successful and award winning businesses.
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EDUCATION
RESEARCH
NETWORK
COMPLIANCE
Empower your entrepreneurial spirit with the freedom to build and deliver your advice services the way you believe will best meet the needs of your clients.

OUR SERVICES

 

We provide:
 

  • Authorised Representative status for both Corporate Authorised Representatives (CAR) and Authorised Representatives (AR)  

  • Thorough CAR and AR onboarding process

  • Robust compliance oversight & monitoring - regular file reviews

  • Access to Compliance Intranet including SoA and RoA templates

  • Pre-vetting of Statements of Advice

  • Comprehensive industry, governance & regulatory advice / support

  • Market leading technical support 

  • Monthly professional development training

  • Access to financial planning tools & software

  • Access to premium investment and insurance research

  • Fortnightly commission run

  • Access to Online CDP

  • 100% of all fees paid to Advice Firms 

  • Competitively priced, quality professional indemnity insurance

  • A community of likeminded advice practices to enable networking and professional development

  • Additional services such as insurance administration, investment placement, paraplanning, practice development, bookkeeping and software are available by choice.

  • No lock in contracts for authorised representatives  

10 PRINCIPLES OF THE WEALTH NETWORK COMPLIANCE

1

KNOW YOUR CLIENT AND DOCUMENT THEIR GOALS. MAKE THEM SPECIFIC AND ACTIONABLE

4

THE SOA AND ROA ARE THE ADVICE YOU PROVIDE.
THERE IS NO SUBSTITUTE.

7

PARTICIPATE!
ITS A PRIVILEGE TO BE PART OF AND BUILD THIS GROUP

2

UNDERSTAND OUR POLICIES, YOUR LEGAL OBLIGATIONS AND YOUR EXPERIENCE

5

EVEN YOUR BEST CLIENT

CAN COMPLAIN

8

PLAY IT SAFE.

WHEN IN DOUBT

PHONE A FRIEND

3

DOCUMENT AND RECORD EVERYTHING - EVERY CONVERSATION, ALL RESEARCH NOTES ETC.

6

LET COMPLIANCE BE YOUR BUSINESS PARTNER (NOT THE BUSINESS PREVENTION UNIT)

9

PROVIDE YOUR SERVICES

EFFICIENTLY, HONESTLY

AND FAIRLY

10

FASEA....SETS THE COMMUNITY VIEW OF OUR SERVICES.

EMBRACE IT.

WHO'S BEHIND THE WEALTH NETWORK?

Together they run their own financial planning empire. 

 

Dean and Paul founded Absolute Wealth Advisers back in 2009 and after capturing a fair share of the high net wealth market in Sydney they  saw value in nurturing and investing in the rising talent of Australia's financial advice industry.

 

They currently hold equity stakes in four other financial planning businesses and invest directly into the fintech companies of the future.

 

Not content to take the hands off approach  Dean rolls up his sleeves and actively engages in a leadership role for these businesses while Paul primarily takes care of business at Absolute Wealth Advisers. They both lend their wisdom at a board level to members of The Wealth Network.

 

Dean has been a leading mentor to some of the most awarded young talent in the financial advice industry including Ben Nash, Glen Hare and Jessica Brady. His superb ability to implement an efficient business model with high standards in detail, duty and compliance has set the groundwork for each member of The Wealth Network to offer impeccable and focussed service.

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The Wealth Network Pty Ltd  

phone: 02 9161 1000  admin@wealthnetwork.net.au www.wealthnetwork.net.au 

Level 57, MLC Centre, 19 Martin Pl, Sydney NSW 2000

GPO Box 3718, Sydney NSW 2001


AFS Licence No. 403 895 

ABN: 25 150 383 289

READY TO JOIN US?
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Thanks for your application!
We'll be in touch soon to answer all your questions and welcome you to The Wealth Network.