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Showing 1 - 6 of 6 results for "Professional Wealth Management"

Former adviser charged further on dishonest conduct

RIDDHIMA TALWANI  |  MONDAY, 14 SEP 2026
Former financial adviser and the sole director of Professional Wealth Management, Donald Cuthbertson, has been slapped with 24 offences in the Federal Court of Australia. An indictment filed on August 28 showed Cuthbertson being charged with making ...

Former adviser incurs additional charges for dishonest conduct

RIDDHIMA TALWANI  |  FRIDAY, 6 MAR 2026
... brings the total number of charges Cuthbertson faces to 18. Cuthbertson was the sole director of Professional Wealth Management (PWM) and related companies, Professional Wealth Management Services (PWMS) and Professional Wealth Investments. PWMS held ...

Super moves: Aware, VFMC, CareSuper, UniSuper, NGS

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
... acquisitions, financial modelling and valuations. Finally, UniSuper has named Matt Werakso as head of professional wealth management. Werekso was promoted from state manger of advice - a role he has held for six years. As head of professional wealth ...

Former adviser charged over clients' near $1m loss

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
... acquiring shares in his own doomed company. Donald 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 ...

Veteran adviser cops permanent ban

KARREN VERGARA  |  TUESDAY, 15 AUG 2023
... derivatives without 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 ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
... Ord Minnett is delighted to be able to provide clients in Tasmania access to Ords' trusted and professional wealth management advice and services," Smith said. The development comes as the firm announced seven appointments last week. Former Deutsche ...
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