our company history
Ethica Private Wealth has a long and storied history in the world of finance. We have been pioneers in the industry for many years and are known for taking innovative steps. We are very proud of our achievements and all the people who led us here.
and so it begins!
We first opened our doors at Plaza Pde, Maroochydore (where we still operate from today) with two staff offering a full suite of financial services. Although our team was small, our qualifications and abilities were vast.
Our business quickly grew and we hired more staff to help manage our growing client base.
a platinum hat-trick!
We were awarded the Professional Investment Services' Platinum Level Status three years in a row (2003 - 2005).
manager of the year
The AIM (Australian Institute of Management) recognised and awarded us as Manager of the Year Sunshine Coast. We became members of the AIM Australian Fellowship that year and have maintained our membership ever since.
consistency is key
We were welcomed into the Professional Investment Services' Global Club and also received their Professional Private Advice award two years running.
high performer advisor
We were recognised and awarded the High Performer Advisor award from Professional Investment Services in both 2012 and 2013.
platinum corporate award
The highly coveted Centrepoint Alliance Platinum Corporate Award was hung with pride on our office wall.
international speaking events
Members of the financial planning industry heard our Director, Michael, present his business and financial insights at a conference in Dubai.
where to next?
We look forward to partnering with you on your financial growth journey.
The team at Ethica are proud of the company’s history and are excited for its future; full of opportunities to help more clients achieve great financial success. Having worked from the same office space, offering the same comprehensive services for over 16 years with multiple awards and accolades along the way, we present a confident approach to financial planning and invite you to partner with us.