PMP Wealth commenced on 26 August 2019 when it succeeded the joint venture PMP Advisory. PMP Wealth is owned by entities connected with the directors of Paul Money Partners. The directors of Paul Money Partners are Paul Money, Cameron Watson and Liam Money.
PMP Wealth is managed by Allison Hyland, an experienced adviser, who operates the business as an Authorised Representative of Capstone Financial Services. Allison operates the business in a team that utilises both the accounting practice offices in Carlton and Greensborough. In addition, Paul Money has a licence as an Authorised Representative of Capstone Financial Services and under that licence provides strategic superannuation advice. The business is focused on providing excellence in investment advice, investment management, retirement and estate planning, personal risk and personal finance.
PMP Wealth Pty Ltd trading as PMP Wealth is an Corporate Authorised Representative (No 1277462) of Capstone Financial Services Pty Ltd ABN 24 093 733 969.
Australian Financial Services Licence No 223135.