Management team

NSW | ACT

Tony Pelosi
tony.pelosi@wtfglimited.com
0425 331 291

Justin Baratta
justin.baratta@wtfglimited.com
0427 566 401

QLD

Ben Donohue
ben.donohue@wtfglimited.com
0456 962 450

Leearna Martin
leearna.martin@wtfglimited.com
0419 976 299

Sonya Bigler
sonya.bigler@wtfglimited.com
0400 244 596

VIC | TAS

Sarah Congdon
sarah.congdon@wtfglimited.com
0405 184 588

Dennis Kramer
dennis.kramer@wtfglimited.com
0439 100 195

WA | SA | NT

Emma Crothers
emma.crothers@wtfglimited.com
0439 854 286

Julian Summers
julian.summers@wtfglimited.com
0417 771 108

Advice is at the heart of everything we do.

Wealth Adviser provides a comprehensive range of services and solutions to more than 400 privately-owned financial advice practices around the country, large and small. One of our key pillars is our industry-leading adviser education & training programs.

With four AFSL cohorts to choose from we can align your practice to the most suitable, ensuring the right level of support and competitive licensee fee arrangements no matter what stage of the business cycle you are in. If you are existing practice looking to inject new life into your practice or exploring self-licensing solutions, we can make a meaningful difference.

A fresh approach to licensee and adviser solutions.

Our passion is to empower modern advice practices. We've built a comprehensive suite of services and solutions, including our best-practice Professional Development days, acclaimed NextGen conference, our National Congress, and industry-specific summits. Join our exclusive Wealth Adviser community to sharpen your skills, elevate your practice, and accelerate your career. Register today!

Meet with us

To learn more about our services schedule a no-obligation confidential discussion to establish if we can help you on your journey.

Management team

Advice is at the heart of everything we do.

A fresh approach to licensee and adviser solutions.