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Charting a course for your financial future

Your interest will always come first

We aim to protect your family

PROVIDING OUR CLIENTS WITH TAILORED AND INTEGRATED FINANCIAL SERVICES

Central Private Wealth is a professional firm providing on-going integrated Financial Services to clients at every stage of their lives tailored to their specific needs and requirements. From roots as a professional Chartered Accountant, our founding CEO adopts the highest standard of ethics, and places the best interest of clients first. We help our clients organise their affairs, create and protect capital and achieve their desired lifestyle. Our advice is proactive and objective. Central Private Wealth is a division of Central Securities Pty Ltd, which is a privately owned Australian Financial Services Licensee (No. 305918). With over 30 years' experience, our clients can benefit from our depth of knowledge, and access our network of quality professionals when required. We find that adopting a holistic approach to understanding your financial situation, is a key to achieving your life goals. By collaborating with Central Private Wealth, you’ll receive proactive expert advice and support, suited to your specific situation and needs.

Our advisers meet the requirements for continuing professional development (CPD) set by the Financial Advice Standards and Ethics Authority (FASEA). Together with the Licensee, Central Securities Pty Ltd, CPD plans have been maintained and designed to meet the regulatory requirements as defined by FASEA and enable the tracking of learning beyond the minimum to ensure the complete picture is both trackable and visible.  

We are a privately-owned company. This means we aren’t influenced by any supplier of financial products that are capable, directly or indirectly, of influencing the recommendations we make to clients. We focus on doing what’s best for our clients.

We guide our clients, helping them preserve and grow their assets over many generations. To achieve this, we are committed to ensuring that only advice suited to your specific needs and investment objectives is delivered.

We provide a friendly and personalised service that ensures our clients get appropriate advice. Contact us directly to discuss your SMSF’s superannuation needs and see if we are the right fit for you.

What services do we provide?

  • Superannuation Advice – Self Managed Superannuation and Public Offer Funds.
  • Private Wealth Management Advice.
  • Estate Planning Advice.
  • Insurance Advice - Risk Management Strategies.