Company Information

Get to know Consilium Wealth Management

Founded in 2016 by directors with extensive experience from major financial institutions, Consilium Wealth Management is a firm of independent financial planners dedicated to providing personalized advice. The company's mission is to help clients achieve their financial goals through a structured and disciplined approach to investment and planning. They offer a comprehensive range of services, including investment management, retirement planning, estate and inheritance tax planning, and protection strategies, all tailored to the individual needs of their clients. As an independent firm, they emphasize providing unbiased advice that is solely in the best interests of their clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Consilium Wealth Management

Australia

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.