Holistic Private Wealth
Finance · Australia · 1-10 Employees
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Overview
Headquarters
183 Rouse St, Port Melbourne, Victoria, ...Phone Number
+61 1300087014Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Holistic Private Wealth
Holistic Private Wealth is also authorised by ASIC to provide MDA Services (refer Supplementary Financial Services Guide "SFSG"). When our clients appoint Holistic Private Wealth as their wealth manager, they give us a limited power of attorney to manage their assets in accordance with the Investment Program, without seeking prior approval for individual transactions. 2. Who is my adviser? Your adviser is an employee of Holistic Private Wealth, with Holistic Private Wealth responsible to you for any investment advisory services your adviser provides. Information regarding your advisory team will be contained in your SoA. 3. How is my adviser remunerated? As an employee of Holistic Private Wealth, your adviser is remunerated solely by salary and the possibility of an annual bonus or profit share, depending on the performance of the individual and also the business. Information regarding treatment of commissions and brokerages is detailed on page 7 of this document. 4. What are the rangeRead more
Holistic Private Wealth Org Chart
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Frequently Asked Questions Regarding Holistic Private Wealth
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Holistic Private Wealth is also authorised by ASIC to provide MDA Services (refer Supplementary Financial Services Guide "SFSG"). When our clients appoint Holistic Private Wealth as their wealth manager, they give us a limited power of attorney to manage their assets in accordance with the Investment Program, without seeking prior approval for indi... Read More
