Finex Wealth stands as Australia’s premier opt-in financial services licensee, dedicated to empowering advisors with state-of-the-art technology and forward-thinking strategies. Our mission is to build resilient, thriving businesses through superior solutions and outstanding customer service, navigating the complexities of an ever-evolving financial landscape.
Access advanced technology and creative strategies tailored to meet evolving financial needs efficiently and effectively for every stage of your practice growth.
Boost your practice with advanced technology and tailored strategies for every stage of growth.
Enhance productivity and streamline operations with our comprehensive management tools.
Strengthen client relationships with innovative and effective engagement resources.
Empower your team through ongoing training and professional growth opportunities.
Discover how Finex Wealth caters to diverse practices, offering personalized financial solutions to newly self-employed, established, and institutional advice practices alike. For more Explore our comprehensive services.
Looking for a dealer group with a difference. Join a motivated community of ambitious Advisors with the tools and support to fast track the growth of your practice.
Seeking financial planning and wealth advice. Work with a Finex Wealth Advisor who will help you plan, grow and protect wealth.
Searching for a self-directed investment solution. Access our managed portfolios and support materials all in the one spot
““I love their ‘can do’ attitude and the speed at which they respond to our queries.”
“”I have been with the group for over a decade and will certainly recommend them to any advisers seeking support and licensee services as the dealer group of choice”
“” Finex made my transition to advisory so simple and user friendly, a one stop shop for all things financial planning””
“” The team at Finex Wealth have assisted me at every step of the way””
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63739 street lorem ipsum City, Country
+12 (0) 345 678 9
info@company.com