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.
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.
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
KNOW YOUR CLIENT AND DOCUMENT THEIR GOALS. MAKE THEM SPECIFIC AND ACTIONABLE
THE SOA AND ROA ARE THE ADVICE YOU PROVIDE.
THERE IS NO SUBSTITUTE.
UNDERSTAND OUR POLICIES, YOUR LEGAL OBLIGATIONS AND YOUR EXPERIENCE
EVEN YOUR BEST CLIENT
DOCUMENT AND RECORD EVERYTHING - EVERY CONVERSATION, ALL RESEARCH NOTES ETC.
LET COMPLIANCE BE YOUR BUSINESS PARTNER (NOT THE BUSINESS PREVENTION UNIT)
ITS A PRIVILEGE TO BE PART OF AND BUILD THIS GROUP
PLAY IT SAFE.
WHEN IN DOUBT
PHONE A FRIEND
PROVIDE YOUR SERVICES
FASEA....SETS THE COMMUNITY VIEW OF OUR SERVICES.
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.