Frequently Asked Questions
Are you licensed by ASIC?
Yes. Wealth Within holds a dealers and advisors license (AFSL No: 226347). View our Financial Services Guide.
Are you a Registered Training Organisation (RTO)?
Yes. Wealth Within Institute is an RTO (No: 21917). View the the National Training Information Service.
Do you advise on portfolio holdings?
Yes. We provide an individually managed account service for clients seeking superior returns in the share market.
Do you teach people how to trade?
Yes. Wealth Within delivers Australia's first and only accredited share trading courses at Diploma and Advanced Diploma level that teach you proven investment strategies to safely, confidently and profitably trade the share market.
Do you teach Contracts for Difference (CFDs)?
Yes. You can learn how to maximise your returns trading Contracts for Difference.
Do you support clients to establish a Self Managed Super Fund (SMSF)?
Yes. We provide a comprehensive SMSF package.
How are your services delivered?
All our services are delivered through a supportive online environment. This means wherever you are in the world, you can access the services you have subscribed to online, making it easier and convenient for you to achieve your financial goals.
Where can I get more information?
You can contact us by phoning 1300 858 272 or by Emailing Us.
