Welcome to PGW Financial: Professionals Growing Wealth and Providing Protection.

PGW is licensed as a full service Financial Planning business, which has the capacity to offer direct trading in securities as well as the usual planning and life insurance products. PGW advisors are able to offer full financial services to their clients.

 

The Board has lengthy involvement with a compliance service provider and, therefore, is determined to appoint exceptional advisors, who share the vision of a compliant PGW. We will honour the commitment of compliant advisors and will support their development into industry leaders in the provision of financial services. We have no interest in increasing the number of advisors, unless recruits meet and maintain our standards. This will ensure that a client receives tailored financial advice designed to build the client’s wealth and protect their future.

 

We endeavour to increase the reputation and wealth of our advisors through income from referred business and reduction in costly compliance issues.

 

The reputation of PGW is only as good as the attitudes, services and conduct of our representatives. We strive to ensure that clients, industry bodies and regulators have no complaints or other issues with our representatives or the services they provide.

Services for Advisers

PGW is licensed as a full-service Financial Planning business, which has the capacity to offer direct trading in securities as well as the usual planning and life insurance products. PGW advisors will be able to offer full financial services to their clients.

 

The fees you pay help with the running of PGW and provide you with:

  • Authorisation under our AFS Licence

  • A researched Approved Product List

  • Commission Administration and back office services

  • Compliance support and business reviews

  • Management support and guidance

  • Professional Indemnity insurance cover

PGW can also arrange other facilities which can be provided at your cost (often at a volume discount rate). For example: Kaplan continuing education, RG 146 education for representatives or employees Practice management software.

About Us

The company which became PGW was incorporated on 8 February 2007. On 9 May 2011, ASIC granted an AFS Licence to the company and, on that day, it changed its name to PGW Financial Services Pty Ltd.

 

Kym Peters and Tracey Gould are directors of PGW and have extensive experience in the financial services industry. The company was established to allow the appointment of advisors, who are experienced industry professionals, have compliant business processes and who wish to retain some control of their business.

 

PGW has no institutional holders or relationships. This provides PGW with its own Board, capacity to make its own decisions and the right to carry on business unfettered by external controls or conflicts.

Contact PGW Financial on:

PGW Financial Services Pty Ltd

PO Box 622, MARDEN SA 5070, Australia

 

Phone: 0421 908 266   Email: enquiries@pgwfinancial.com.au  Website: www.pgwfinancial.com.au

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PGW Financial Services Pty Ltd AFSL 384 713 ABN 15 123 835 441