Limited Wealth Adviser 3-Month Offer | Wealth Adviser

Access industry-leading adviser education & training programs.

Experience three months of complimentary access to our Wealth Adviser livestream and engaging in-person content. Register today and also get access to over 350 hours of recorded sessions, plus a chance to win exciting professional development prizes.

Home | Limited Wealth Adviser 3-Month Offer

Wealth Adviser content can be tracked through Kaplan OnTrack to help meet your annual CPD requirements – but our sessions deliver so much more than just points. You’ll enjoy a diverse range of content, all with a focus on practical application – designed to have a meaningful impact on your ongoing professional development and help you deliver better outcomes for your practice and your clients.

Plus, just by registering you’ll be in the draw for one of a range of fantastic professional development prizes including:

  • Attendances at our National Adviser Congress on Hamilton Island including accommodation, the full conference program, and all social events including food and beverages valued at more than $2,000 each.  
  • One of five complementary attendances for you or your nominated new entrant at our NextGen 2024 Program, again including accommodation, the full conference program, and all social events including food and beverages valued at more than $1,600 each.  
  • One of ten 12-months in-person and live stream access to our coveted PD Days around the country valued at up to $2,500 each.
  • One of twenty 12-month subscriptions to our twice-weekly livestream master classes and workshops including special events like our recent Debt versus Equity Summit valued at $1,200 each.

Unlock your 3-month access




Advice is at the heart of everything we do.

Over more than a decade we have brought together a dedicated team who all share a philosophy that places advisers and their clients at the centre of what we do – our interactions with the advice practices and advisers we support is best described as being one of a collegiate spirit founded on respect.

We look forward to you joining us to experience our content for yourself. In the meantime, if you have any questions about our education & training programs, or any of the many services and solutions please reach out to a member of our national team.


  New South Wales | Queensland | ACT
Tony Pelosi

Tony
Pelosi

tony.pelosi@wtfglimited.com
0425 331 291
Ben Donohue

Ben
Donohue

ben.donohue@wtfglimited.com
0456 962 450
  Victoria | Tasmania
Danny Maher

Danny
Maher

danny.maher@wtfglimited.com
0417 500 666
Sarah Congdon

Sarah
Congdon

sarah.congdon@wtfglimited.com
0405 184 588
  Western Australia | South Australia
  Northern Territory
Bernie Fernandes

Bernie
Fernandes

bernie.fernades@wtfglimited.com
0429 904 115
Emma Crothers

Emma
Crothers

emma.crothers@wtfglimited.com
0439 854 286
  Wealth Adviser Legal Services:
 Estate planning
Janis Donnelly-Coode

Janis
Donnelly-Coode

janis.donnelly.coode@wtfglimited.com
0435 266 933
  Licensing solutions
 IDR and EDR case management
Justin Harding

Justin
Harding

justin.harding@wtfglimited.com
0490 537 694

Solutions for advisers, licensees, and self-licensed practices.

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, and for a limited time, we’re inviting you to sample these for yourself on a complementary basis.

With three 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, our Wealth Adviser divison can make a meaningful difference.