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Presidential Wealth Management is a specialist advisory business that has been helping its clients achieve their goals for over 30 years. We are a small business located in the Sutherland Shire with an Australia-wide client base. We regularly travel to meet our clients in major cities around Australia as well as rural centres. We are licenced to provide advice through Millennium3 Financial Services Pty Ltd – an institutionally owned but independently run financial advice business. Millennium3 is ultimately owned by IOOF Holdings Limited. Millennium3 is a Diamond member of the Association of Financial Advisers and holds an Australian Financial Services License No. 244252. |
