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Showing 1 - 3 of 3 results for "Professional Wealth Investments"

Former adviser incurs additional charges for dishonest conduct

RIDDHIMA TALWANI  |  FRIDAY, 6 MAR 2026
... 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 a technology for robotic trading ...

Former adviser charged over clients' near $1m loss

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
... 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 conduct in relation to a financial ...

Veteran adviser cops permanent ban

KARREN VERGARA  |  TUESDAY, 15 AUG 2023
... director of Professional Wealth Management Services (PWMS), Professional Wealth Management (PWM), and Professional Wealth Investments, will no longer be able to perform any functions in financial services as he is "not a fit and proper person" to do ...
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