Company Information

Get to know Wakefield Partners

Established in 1982, Wakefield Partners is a privately owned financial planning and wealth management practice located in Adelaide, South Australia. The firm focuses on building long-term partnerships with clients to help them achieve their financial and lifestyle goals through a comprehensive range of services. These services include strategic investment management, superannuation advice, retirement planning, personal insurance, and estate planning. They operate as a Corporate Authorised Representative of Fortnum Private Wealth Ltd.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Wakefield Partners

Australia

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

Security Information

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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.