• The quality of our financial advisers;
  • 110 year history of investing and creating wealth for clients;
  • Independence and the ability to offer a range of investment products from a variety of fund managers;
  • An Investment Committee with independent representation from external asset consultants which reviews managed funds to determine the best funds available within each asset class;
  • The ability to recommend direct share investments where appropriate with the support of dedicated investment advisory and research divisions;
  • Strict compliance frameworks and a dedicated compliance team monitoring advice and services provided to clients;

Wilson HTM Ltd is a Principal Member of the Financial Planning Association of Australia and the Securities and Derivatives Association of Australia, a Participant of the Australian Stock Exchange Group and holds Australian Financial Services Licences