Company Information

Get to know Connolly Wealth Management Pty Ltd

Founded in 2011 by Paul Connolly, Connolly Wealth Management is a privately-owned boutique advisory firm based in Melbourne, Australia. The company's mission is to provide bespoke, goals-based financial advice and investment management services, focusing on building long-term partnerships with clients, including individuals, families, and not-for-profit organisations. They operate as a Corporate Authorised Representative, providing services under an Australian Financial Services Licence (AFSL), and pride themselves on a transparent, client-centric approach to wealth creation and preservation.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Connolly Wealth Management Pty Ltd

Australia

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.