Company Information

Get to know Three Sixty Wealth Management

Three Sixty Wealth Management is a privately owned financial planning and wealth advisory firm based in Sydney, Australia. The company positions itself as being independent of any banks or large financial institutions, allowing it to provide unbiased, tailored advice. Its core mission is to help clients achieve their financial and lifestyle goals through a disciplined, evidence-based approach to wealth management. Services include strategic financial advice, investment management, retirement planning, superannuation strategies, and estate planning, all delivered through a personalised, long-term partnership model.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Three Sixty Wealth Management

United States

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.