Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 4 of 4 results for "PWMS"

Former adviser incurs additional charges for dishonest conduct

RIDDHIMA TALWANI  |  FRIDAY, 6 MAR 2026
... the sole director of Professional Wealth Management (PWM) and related companies, Professional Wealth Management Services (PWMS) and Professional Wealth Investments. PWMS held an AFSL until it was cancelled by ASIC in 2023. PWM was involved in developing ...

Former adviser charged over clients' near $1m loss

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
... James Cuthbertson, the founder and director of Professional Wealth Management (PWM), Professional Wealth Management Services (PWMS) and Professional Wealth Investments (PWI) appeared in the Downing Centre Local Court yesterday on six charges of dishonest ...

Veteran adviser cops permanent ban

KARREN VERGARA  |  TUESDAY, 15 AUG 2023
... the proper authorisations. Donald James Cuthbertson, the founder and director of Professional Wealth Management Services (PWMS), Professional Wealth Management (PWM), and Professional Wealth Investments, will no longer be able to perform any functions ...

Private wealth managers bank on CRM

RUTH LIEW  |  WEDNESDAY, 30 APR 2008
... acquisition and retention activities." According to StayinFront, data integration has proven to be another point of interest by PWMs as they pursue reporting and analytics systems that serve dual purposes - provide accurate reporting while simultaneously ...
PAGE:
1