The two-adviser firm with 200 clients is looking to expand and make its first acquisition. Peak Wealth Management founder Andrew Debono tells Professional Planner about the firm’s plans for expansion, how he became an adviser and the benefits and hurdles of running a self-licensed small firm.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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