Watermark Group is a Sydney-based financial advisory firm that provides comprehensive wealth management services. Founded with the mission to offer personalized and transparent financial guidance, the company focuses on building long-term strategies for private clients, families, and business owners. Their core services include investment management, retirement planning, superannuation advice, and personal insurance. The firm operates as a Corporate Authorised Representative of Fortnum Private Wealth Ltd, leveraging their Australian Financial Services Licence to provide regulated financial advice.

Founded in

United States