The content of this site is dated July 2019 and has been prepared by Merit Wealth Pty Ltd, ABN 89 125 557 002 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) an ASX listed company. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd. Click here to Download the FSG (part 1). Click here to view our Privacy Statement and Complaints Process. Click here to view our Referrer Charter.

Complaints Process

Want to know why hundreds of Accountants have already signed up to the Merit Wealth Limited Authorisation offer?

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.

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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.

ASIC

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?

Your message will go directly to David Moss who will be in touch as soon as possible. We respect your privacy and are guided by Merit Wealth's strict Privacy Policy

David Moss

Tel: 1300 785 611

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