Contact us | 08 8271 0800 | yrisk@adam.com.au

Services

*** UNDER CONSTRUCTION ***

PGW is licensed as a full service Financial Planning business, which has the capacity to offer direct trading in securities as well as the usual planning and life insurance products. PGW advisors will be able to offer full financial services to their clients.

The fees you pay help with the running of PGW and provide you with:

  • Authorisation under our AFS Licence
  • A researched Approved Product List
  • Commission Administration and back office services
  • Compliance support and business reviews
  • Management support and guidance
  • Professional Indemnity insurance cover

PGW can also arrange other facilities which can be provided at your cost (often at a volume discount rate). For example: Kaplan continuing education, RG 146 education for representatives or employees Practice management software.


Any advice provided in this publication should be considered General Advice as it does not take into account your personal needs and objectives or your financial circumstances.

You should therefore consider these matters yourself before deciding whether the advice is appropriate for you and whether you should act upon it.