Platinum Wealth Solutions is a financial planning service that provides holistic advice to all clients. We help clients with wealth creation by utilising various investments & investment strategies, consolidating superannuation, setting up SMSFs, retirement planning, personal & business insurances, aged care & estate planning. We tailor solutions that are specific to the needs of the individual & their situation.
We are located at Shop 10, 2 Belmont St, Swansea NSW 2281
Expertise
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 1
- First year providing advice 2000
- Years of experience 24
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Highest qualification
- Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Platinum Wealth Solutions Pty Ltd
Shop 10, 2 Belmont StreetSwansea, NSW 2281
Meeting methods
- In person
- Phone
- Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523