Company Information

Get to know Peritia Wealth (AFSL)

Peritia Wealth Pty Ltd is a privately owned financial advisory and wealth management firm based in Brisbane, Australia. Operating under an Australian Financial Services Licence (AFSL), the company focuses on providing personalised financial advice and strategies to help clients achieve their long-term financial goals. Their services encompass a broad range of financial planning areas, including wealth management, investment strategies, superannuation and Self-Managed Super Funds (SMSF), risk insurance, and estate planning. The firm prides itself on a client-centric approach, tailoring its expert advice to the unique circumstances of each individual.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Peritia Wealth (AFSL)

Australia

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

FSC

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.