Wealthtrac Pty Ltd

www.wealthtrac.com.au

Wealthtrac was established in 2001 as a distributor of wealth management products and services, which are developed and marketed under the Wealthtrac brand. Our focus is on the independent market, so our clients are primarily small/medium securities dealers and accountants. Wealthtrac holds an Australian Financial Services Licence (AFSL), but does not provide financial advice, rather we support our dealers and accountants with a range of quality products that they recommend to their clients, as representing the best available in terms of: investment choice, quality of administration and client service, competitive fees, and flexibility. We outsource all administration and trustee services, and currently have service agreements with ANZ Wealth and Recreo. Our current range of products and services includes: Wealthtrac Superannuation Master Trust, Wealthtrac Portfolio Service, Wealthtrac SMSF and Wealthtrac Dealer Back Office Services.

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Wealthtrac was established in 2001 as a distributor of wealth management products and services, which are developed and marketed under the Wealthtrac brand. Our focus is on the independent market, so our clients are primarily small/medium securities dealers and accountants. Wealthtrac holds an Australian Financial Services Licence (AFSL), but does not provide financial advice, rather we support our dealers and accountants with a range of quality products that they recommend to their clients, as representing the best available in terms of: investment choice, quality of administration and client service, competitive fees, and flexibility. We outsource all administration and trustee services, and currently have service agreements with ANZ Wealth and Recreo. Our current range of products and services includes: Wealthtrac Superannuation Master Trust, Wealthtrac Portfolio Service, Wealthtrac SMSF and Wealthtrac Dealer Back Office Services.

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Employees

1-10

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Founded

2001

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  • Chief Executive Officer

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  • Director

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  • Head of Marketing

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