Welcome to WealthSure
WealthSure 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. In February 2011, WealthSure was granted an Australian Credit Licence to expand on the services we are able to provide.
WealthSure has over 300 authorised financial planners and 30 authorised credit representatives in Western Australia, New South Wales, Queensland, Victoria, ACT, South Australia and Tasmania. WealthSure is independently owned*.
All of WealthSure's authorised financial planners are experienced practitioners qualified to tailor financial plans and strategies to their clients' individual needs. All financial planners 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 a well researched approved product list for financial planning clients. WealthSure is committed to providing a superior financial service to all of its clients.
* Independently owned means that WealthSure is not owned by Institutions or Product Manufacturers