“Premium Wealth Management is a collegial group that is focused on helping us provide great customer service AND the dealer group’s business model underwrites and supports our company’s growth… it’s a winning combination!”
Grant Agnew, Agnew Wealth Creations
“Having been a member for 10 years we have undergone a strategic review of our financial planning business via Mr Stuart Waddington at New Arenas performance coaching…
Andrew Buchan, Director – Wealth Management HLB Mann Judd
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“I joined Premium primarily because they are proudly privately owned but I soon came to realise that …”
Rodney Brown B Com, MBA, GDipAppFin (FP), CA, FFin, Director Tristone Financial Group
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I joined Premium Wealth Management Ltd, after considering other dealer groups, due to their professionalism and because they are adviser-owned…
John Clayton, Clayton Financial Planning, West Chatswood NSW 1515
Find our more about usPremium Wealth Management is not about group think. Members of the group boast a fiercely individual ethos.
Paul Harding-Davis, CEOPremium goes further than providing you with traditional dealer group services. You have access to knowledge, ideas, and tested initiatives of your peers.
Paul Harding-Davis, CEOPremium Wealth Management has a deeply embedded culture of compliance which starts at the board level and is embraced by all our Members.
Paul Harding-Davis, CEOOur network are all highly qualified, experienced and successful business owners and operators.
Paul Harding-Davis, CEOPremium Wealth Management Enables Pre-eminent, Professional, Adviser-Owned Financial Planning Practices
Paul Harding-Davis, CEONon-prescriptive, collegiate, professional, autonomous, ethical
Paul Harding-Davis, CEO