At BDO Wealth Management, our aim is to deliver independent, high quality wealth creation solutions and portfolio management services. Additionally we seek to understand our client’s views on ethical, environmental and sustainable investing which allows them to strike a balance between their social and financial objectives and goals. In the community sector we manage over $50 million for our Not-for-Profit clients, in excess of $30 million in private charitable trusts and we also provide consulting and financial solutions advice to the clients of Community Sector Banking (http://www.csbanking.com.au).
BDO Wealth Management is owned independent of any financial institution or fund manager and is a principal member of the Financial Planning Association of Australia (FPA), a member of the Responsible Investment Association Australasia and holds an Australian Financial Services License (AFSL Number 237260).
