Wilson HTM Investment Group attracts and retains some of the best financial advisers in Australia.

 

Wilson HTM Investment Group financial advisers

This is reflected in Wilson HTM Investment Group receiving the 2007 and 2008 ASSET Innovation Award for Staff Management and a number of individual Financial Advisers have also received national recognition for their knowledge and technical ability.

Financial adviser qualifications

All advisers meet minimum knowledge and skill requirements and undertake regular continuing professional development in order to provide the highest levels of advice and customer service. All financial advisers are generally expected to be either;

  • Certified Financial Planners (CFP);
  • Diploma of Financial Planning qualified and studying for their CFP qualification; or
  • Chartered Accountants from a tax background with specialist financial planning experience and qualifications.