About Financial Wisdom
Financial Wisdom Limited is a financial planning organisation that has built a reputation for ‘considered thinking’ in offering financial advice. It is part of the Commonwealth Bank Group and have been a respected name in financial planning for over fifteen years. It is also a principal member of the Financial Planning Association of Australia (FPA), the recognised industry body of the financial planning industry.
During that time Financial Wisdom has earned an enviable reputation for high quality advisory services, based on a broad range of skills and a high calibre of specialist knowledge. This skill and knowledge is applied to develop services and solutions for clients and actively adds value to their financial planning, allowing them to take advantage of the expanding opportunities available.
Every Financial Wisdom Financial Planner is backed by a powerful network of support services, including active investment research resources, compliance support, technical support, ongoing educational support and professional development and access to a broad range of investment, superannuation and insurance products.
For general enquiries, please call 1800 024 864
Rebecca Newton and Prestige Wealth Partners are Authorised Representatives of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124.
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