Specialist Wealth

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Our financial advisers are Katharine Fasal (Authorised Representative No: 1250206), Bain Stenos (Authorised Representative No: 266905), and Matthew Aspinall (Authorised Representative No: 1298532). All three are authorised through Specialist Licensee Pty Limited (AFSL No: 526707), which provides them with research, software, and technical support. Specialist Wealth Pty Ltd as trustee for Specialist Wealth Trust (ABN 53 994 872 147) is a Corporate Authorised Representative (No. 1281669) of Specialist Licensee Pty Ltd (ABN 91 641 241 081, AFSL 526707).

Our advisers are authorised to provide advice and deal in several categories, including:

  • Life and investment insurance products.
  • Superannuation and Retirement Savings Accounts.
  • Securities, deposit products, and government debentures.
  • Managed investment schemes and Investor Directed Portfolio Services.

Remuneration is disclosed in your personalised Advice Document and may include:

  • Initial Advice Fees: For research into your situation and the preparation of your recommendations.
  • Ongoing Advice Fees: To ensure your strategy remains appropriate to your circumstances.
  • Commissions: Paid directly by product providers (e.g., insurance companies) at no additional cost to you.

The firm complies with Australian Privacy Principles to protect and store your data. We keep records of your financial objectives and advice documents, and we will not share your personal information with related entities without your prior permission.