Merit Wealth holds Australian Financial Services License (AFSL) No. 409361 and offers accounting firms a range of options that help to bridge the gap between accountants and the financial services that their clients are increasingly hungry for.
Designed by accountants, for accountants, Merit Wealth's range of financial service options for accountants give you the flexibility to choose, and then change if and when it suits you.
The Merit Wealth Limited Authorisation model offers a relevant, "accounting-centric" limited license solution for those looking at their licensing options post the removal of the accountants exemption.
The Merit Wealth Referral Model gives your firm access to specialist outsourced financial planning and investment advice capability from a partner you can trust... and without the hang ups.
Our Full Authorisation option enables you to provide in-house advice as a qualified adviser, authorised and supported by Merit Wealth.
Limited Authorisation Solution for Accountants
The Merit Wealth Limited Authorisation (AFSL) was developed by an accounting centric group with a public practice heritage (as opposed to a financial services company with an added option for accountants).
We like to think we are the best of both world's for the accounting community: SMSF Knowledge; financial services capacity; with public practice roots.
The Referral Model for Accountants
Watch this short (just over 4mins) introduction to the Merit Wealth Referral Model for Accountants by Greg Hayes, and if you want to know more, please contact us on 1300 785 611 or send us a message and we'll be in touch asap.
Want to know more? Need some help?
Tel: 1300 785 611