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Showing 1 - 3 of 3 results for "Picture Wealth"

ASIC permanently bans former financial adviser

CASSANDRA BALDINI  |  TUESDAY, 27 JUN 2023
... Wertheimer was a financial adviser under his own company, John Wertheimer & Associates Pty Ltd, before appointing Picture Wealth Advisory Pty Ltd to service a group of clients. The ban prevents Wertheimer from engaging in any credit activities and from ...

Adviser sentenced over accessing client accounts

CHLOE WALKER  |  FRIDAY, 3 FEB 2023
... financial advice. He had been licensed by Dover Financial Advisers until it closed down in July 2018, at which time Picture Wealth was appointed to service his clients. Wertheimer was sentenced to a total of 18 months' imprisonment and fined $5000 ...

Former financial adviser pleads guilty

CASSANDRA BALDINI  |  TUESDAY, 20 SEP 2022
... Wertheimer was a financial adviser under his own company, John Wertheimer & Associates Pty Ltd, before appointing Picture Wealth Advisory Pty Ltd to service a group of clients. ASIC said in May 2020 he made 48 unauthorised transactions on the Netwealth ...
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