Company Information

Get to know Centric Wealth

Centric Wealth was a prominent Australian wealth management company providing comprehensive financial planning, investment advice, and risk insurance services to high-net-worth individuals, families, and businesses. In 2015, the company was acquired by Findex, one of Australasia's leading providers of integrated financial advisory and accounting services. The acquisition integrated Centric Wealth's expertise and client base into Findex's broader "Family Office" model, which combines wealth management with accounting, tax, and business advisory services under one roof. The Centric Wealth brand has since been retired and fully absorbed into the Findex brand.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Centric Wealth

United States

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.