Eastwoods Wealth Management Pty. Ltd. is a subsidiary of Eastwoods Group Pty Ltd which is a subsidiary of Community CPS Australia Ltd.
Established in 1988, and holding AFS Licence Number 237853, Eastwoods Wealth Management is a Principal member of the Financial Planning Association of Australia (FPA). All Financial Planners are representatives under our AFS Licence and are members of the FPA.
We are a team of qualified salaried professionals who do not receive commissions.
Instead, the company receives remuneration by way of a fee. This fee is determined on an individual basis and is disclosed at the initial interview.
Our Financial Planners: Andrew Woodrow
Michael Possemato
Trevor Klingner
Michael Schluter
Livio Tramontin
Phil Burt
Terry Nestor
Click here to read about our Financial Planners
It is our policy that all advisers have either completed or are in the process of completing the Diploma of Financial Planning.
Our advisers have many years of experience in Financial Services, specialising in Government Superannuation, Redundancies, Retirement, Wealth Accumulation, Investment Strategies, Managed or Direct Investments, Superannuation and Rollovers, Taxation and Centrelink.
We do not manage or promote our own managed investment products.
As a consequence, our advice is totally objective and we engage a major investment research company to assist us with our recommendations. We carry professional indemnity insurance of $10 million.
Eastwoods Wealth Management recently entered into a new agreement with Sealcorp, a national administration manager of investment services.
Sealcorp is at the cutting edge of the financial services industry and will help us manage your investments more efficiently and effectively.
Financial Planners are available for appointments at the following locations in South Australia:
• Adelaide (Level 6, 44 Waymouth Street) Personal Financial Centre
• Eastwoods at Norwood
• Gawler Personal Financial Centre
• Marion Personal Financial Centre
• Mawson Lakes Personal Financial Centre
• Port Augusta Personal Financial Centre
• Ridgehaven (Pelican Plaza) Personal Financial Centre
• Salisbury Personal Financial Centre
• Seaford Personal Financial Centre
• Sefton Park Personal Financial Centre
• Victor Harbor Personal Financial Centre
• West Lakes Personal Financial Centre
Financial Planners are available for appointments at the following locations in ACT & NSW:
• Batemans Bay Personal Financial Centre
• Belconnen Personal Financial Centre
• Civic (Canberra) Personal Financial Centre
• Dickson Personal Financial Centre
• Gungahlin Personal Financial Centre
• Phillip (Woden) Personal Financial Centre
• Queanbeyan Personal Financial Centre
• Mawson (Southlands) Personal Financial Centre
• Manuka Personal Financial Centre
• Tuggeranong Personal Financial Centre
Appointments can also be arranged at agreed workplace locations.
Your initial interview is free of charge and places no obligation on you whatsoever.
Should you wish to arrange a further interview or proceed with having a Financial Plan (Statement of Advice) prepared, your adviser will then discuss all relevant fees and charges with you.
We are proud of our reputation for reliable, high quality advice and financial planning. Our aim is to ensure you enjoy a secure future, free from financial worry.
Please note that a Financial Services Guide will be provided to you upon request or issued at your first appointment. For more information, call us on (08) 8132 9288 in SA or (02) 6286 0517 in ACT/NSW or send us an email.
