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 company has had a 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, FASEA/RG 146 education for representatives or employees Practice management software.
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.
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.