GPS Wealth

HOME OF THE

Progressive Adviser

GPS Wealth is proud of our high-touch support model that enables progressive advisers to create their ideal practice.

Financial Services Licensee

GPS Wealth supports

financial advice practices through
future-focused thinking, practitioner led innovation and a culture built on sharing and collaboration.

Financial Services Licensee - GPS Wealth

How we support growth

01
A proven client engagement framework
02
High touch support model, holding you accountable to reaching your goals
03
A culture built on peer-to-peer sharing and collaboration

One of
Most
Awarded,

2021 | CoreData
“Top-Tier Licensee of the Year”​
2020 | CoreData
“Licensee of the Year”​
2015/2016/2019 | ifa
“Dealer Group of the Year”​
2016/2017/2019 | ifaCoreData
“Independently Owned Licensee of the Year”
2014 | ifa
“Best New Licensee in Australia”

GPS Wealth Offer

We provide services & support in 12 different areas. They are:
1-
Business Growth &
Practice Development
2
Investment Solutions
3
Referral Development
4
Quality Advice Coaching & Support
5
Technical Support
6
Advice Technology Tools &
Templates
7
Professional Development &
Education
8
Back Office
9
Revenue Management

What GPS Advisers Think About Us?

Meet the team

Emmanuel Calligeris - Chairman Investment Committee

Tara Ross

Head of GPS Wealth

Sonya Choi La Rosa - GM Operations and Technology

Sonya Choi La Rosa

GM Operations and Technology

Grahame Evans - Chairman Wealth Services

Grahame Evans

Chairman Wealth Services

Emmanuel Calligeris

Chairman Investment Committee

Adam Rogers

Practice Development Manager

Michael Smith

Practice Development Manager

Joseph Raad

Practice Development Manager

Contact Us!

If you have any questions, just fill in the contact form, and we will answer you shortly. If you are nearby, come visit us in one of our offices below.

Contact Us!

If you have any questions, just fill in the contact form, and we will answer you shortly. If you are nearby, come visit us in one of our offices below.
+61 2 8074 8599
info@gpswealth.com.au
HEAD OFFICE

Level 7, 115 Pitt Street, Sydney, NSW 2000

BRISBANE OFFICE

Level 6, 200 Mary Street, Brisbane, QLD 4000