Specialist Wealth

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Our financial advisers are Katharine Fasal (Authorised Representative No: 1250206) and Bain Stenos (Authorised Representative No: 1262509). Both are authorized through Specialist Licensee Pty Limited (AFSL No: 526707), which provides them with research, software, and technical support. Specialist Wealth is also a Corporate Authorised Representative of the same licensee.

Both advisers are authorized 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 personalized 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.