ASET Wealth Management is a privately owned financial planning business based in Canberra. We service a diverse range of clients including individuals, public sector employees, small business owners, not-for-profit associations and self-managed super funds.
We operate under our own Australian Financial Services Licence (AFSL 316844)
Our Values
At ASET Wealth Management it is important to us that you know we care and will always stand by our values. Our values shape our business and define the culture of our team. We are committed to a code of ethics, rules of professional conduct and continual professional development.
Our Approach
Understanding your situation
Developing the right strategies for you
Presenting strategic recommendations
Implementation
Ongoing service and review
Good financial advice will make the world of difference to your future and the future of your family. It is important to take the time to stop and think about your financial situation and set short, medium and long term goals. Financial planning is all about providing you with information, solutions and strategies to put you in control and give you peace of mind.
We then put the plan into action and implement the strategies for you. In addition, we review your plan with you as often as you wish to ensure that it is kept up to date and continues to be relevant. During the review, we consider changes to your circumstances, along with legislative changes and changes in the economic climate.
Our History
1998
Our business was established in 1998 as a division of the broader accounting firm of Walter Turnbull and was previously known as WalterTurnbull Financial Planning.
2005
Sean Hammond and Alison Smith, Chartered Accountants and partners of Walter Turnbull, transferred from Tax and Accounting to the Financial Planning Division.
2008
Our business was successful in applying for its own Financial Services Licence.
2010
The business was acquired by Sean Hammond and Alison Smith in July 2010 when Walter Turnbull merged with Price Waterhouse Coopers. From this date, the business commenced trading as ASET Wealth Management.
2011
ASET Wealth Management became a registered Tax Agent, specialising in tax and accounting for Self-Managed Super Funds.
2012
ASET Wealth Management relocated to Griffith.
2017
ASET Wealth Management moved to our new office on Brisbane Ave, Barton.
2019
Tim Webb became a director and shareholder of ASET Wealth Management.