Surf Coast Wealth Management is a privately owned financial planning firm based in Torquay, Victoria. The company is not aligned with any major bank or financial institution, allowing it to provide tailored, client-focused advice. Their mission is to help clients build, manage, and protect their wealth through comprehensive strategies covering superannuation, retirement planning, investments, and personal insurance. The firm operates as a Corporate Authorised Representative (No. 1239832) of Infocus Securities Australia Pty Ltd (AFSL No. 236523).

Founded in

Australia