Network origin in Johan Cruz first degree
Entity | Entity type | Industry | |
---|---|---|---|
Premium Wealth Management Ltd.
Premium Wealth Management Ltd. Investment ManagersFinance Premium Wealth Management has a deeply embedded culture of compliance which starts at the board level and is embraced by all their Members. Premium Wealth Management offers key risk prevention measures which include but are not limited to: Maintaining and following well-documented procedures for all key business and compliance activities. This includes documented risk management strategies which are actively managed by the board and a comprehensive compliance plan. Premium Wealth Management has qualitative research requirements for recommended products; in addition to an internal Investment Committee. Premium Wealth Management does not have a one size fits all approach to investing. Different clients have different needs and risk tolerance therefore Premium Authorised Representatives work closely with their clients to match an independently researched product if appropriate. Their Members undertake mandatory continuous professional development and accreditations. All authorised representatives undergo at least an annual formal audit and are subject to spot audits and monitoring of the advice they provide to clients. Authorised Representatives that are new to Premium Wealth Management undergo police and bankruptcy checks and new firms undergo due diligence before allowing them to become part of the Premium network. Premium Wealth Management voluntarily engages in an independent review of their compliance and risk processes and procedures.
5
| Subsidiary | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Johan Cruz via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
AUSTRALIAN ETHICAL INVESTMENT LIMITED | Investment Managers | Sales & Marketing | |
University of Technology Sydney | College/University | Undergraduate Degree | |
Financial Planning Association of Australia Ltd.
Financial Planning Association of Australia Ltd. Miscellaneous Commercial ServicesCommercial Services Financial Planning Association of Australia Ltd. a non-profit organization, which engages in the provision of financial advisory services. It offers certified financial planner certification, life risk specialist program, and continuing professional development. The company was founded in 1992 and is headquartered in Sydney, Australia. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
RAIZ INVEST LIMITED | Investment Banks/Brokers | Chairman | |
Ghr Accounting Group
Ghr Accounting Group Investment ManagersFinance Ghr Accounting Group provides financial planning and accounting services. The private company is based in Mona Vale, Australia. | Investment Managers | Corporate Officer/Principal |
Statistics
International
Australia | 6 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 3 |
Director/Board Member | 3 |
Chairman | 2 |
Sales & Marketing | 1 |
Chief Executive Officer | 1 |
Most connected contacts
Insiders | |
---|---|
David Gordon | 5 |
Paul Harding-Davis | 2 |
Justin Viney | 1 |
Simon Lung Wu | 1 |
Craig Ayling | 1 |
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