Australian Wealth Management Limited (AWM) is a leading provider of wealth
creation products and services in Australia.

Listed on the Australian Stock Exchange (ASX:AUW), AWM is in the top 200 ASX listed companies in Australia.

In June 2006, AWM merged with Select Managed Funds Limited, considerably expanding the group’s services, Funds Under Management, Administration, Advice and Supervision (FUMAS) and geographical footprint. As at 30 June 2008, AWM had $60.4 billion in FUMAS.

Operating under a variety of brands including Bridges Financial Services, Australian Executor Trustees (AET), Spectrum Super and United Funds Management.

In June 2008, AWM acquired a 70% interest in wealth management company, Ord Minnett Holdings Pty Limited.

The company offers the following services:

Wealth Management Division – represented chiefly by Bridges Financial Services and Wealth Managers, it provides advice on investment strategies, wealth accumulation, retirement planning and stockbroking to retail clients. As at 30 June 2008 this division had $14.6 billion in Funds Under Advice.

Private Client – AET prepares Wills, provides administration and manages the investments of deceased estates. As at 30 June 2008, the Private Client division had $1.3 billion in Funds Under Advice.

Corporate Trust – provides services such as acting as Custodian, Trustee for Wholesale Schemes, Note Issues and Securitisation Programmes and SPV management.  This division had $25.9 billion in Funds Under Supervision as at 30 June 2008.

Superannuation – provision and administration of corporate super, self managed super funds and small APRA funds to retail clients. This division, represented by Spectrum Super and AET has $14.6 billion as at 30 June 2008.

Investment Management – with $6.5 billion in Funds Under Management, as at 30 June 2008, United Funds Management provides investment management for wholesale and retail investors.

AWM operates in all mainland states of Australia as this map demonstrates.