What We Do

We offer professional services to businesses operating in Wealth and Financial Advice

 

Wealth Data was founded by Colin Williams, an experienced and qualified consultant to the financial services industry, specialising in financial advice and wealth management. See LinkedIn For More Details

Core Services

  • Adviser Movement and Skills Benchmarking Data

    • Broad based and tailored. For example, we provide specific reports that can be used by licensees and services providers for strategic planning purposes and keeping stakeholders informed about the advice market

    • Benchmark adviser skills and experience across the complete adviser network and selective peer groups.

  • AFSL Listing and Individual Licensee Listings (by Practice and Advisers)

    • A comprehensive list of all Financial Advice Licensees in Australia including core benchmarking data and most contact details of key person and the licensee

    • Adviser Listing by Licensee - Sort by state and post code and our unique star rating system (Star rating under review)

    • The Listings are now available online and updated weekly

  • Professional consulting services

    • With over 30 years experience across all aspects of wealth and financial advice, we can offer significant support as ‘subject matter expert’ with most projects across the industry. We provide advice and templates for strategic, business and marketing planning for our clients. Available to speak at management, Adviser conferences and training days.

For more information about Colin Williams - Director, please review on LinkedIn and for some fun, Twitter. Feel free to email at any time for more information or call +61 432 485 569 or book in a meeting - Click To Book Via Calendy