Company Information

Get to know hta wealth

HTA Wealth is a privately-owned financial planning and wealth management firm based in Australia. The company focuses on a holistic approach to financial well-being, offering integrated services that cover financial planning, investment advice, superannuation and Self-Managed Super Funds (SMSF), retirement planning, and estate planning. Their mission is to help clients grow, manage, and protect their wealth through personalized strategies and long-term partnerships. According to Australian regulators, HTA Wealth Pty Ltd is an authorised representative of Synchron, which holds an Australian Financial Services Licence.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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hta wealth

Australia

Founded in

2008 (18 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.

Please be cautious of the potential risks!

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.