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, with a market capitalisation of $1.5 billion as at 31 December 2007.

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 31 December 2007, AWM had $67.8 billion in FUMAS.

Operating under a variety of brands including Bridges Financial Services, Australian Executor Trustees (AET), Spectrum Super and United Funds Management, the company offers the following services:

Wealth Management Division – represented chiefly by Bridges Financial Services and Wealth Managers, it provides advice on investment strategies, retirement planning and tax strategies to retail clients. As at 31 December 2007 this division had $16.1 billion in Funds Under Advice.

Private Client – AET prepares Wills, provides administration and manages the investments of deceased estates. As at 31 December 2007, the Private Client division had $1.5 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 $27.4 billion in Funds Under Supervision as at 31 December 2007.

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 $17.1 billion as at 31 December 2007.

Investment Management – with $7.1 billion in Funds Under Management, as at 31 December 2007, United Funds Management provides investment management for wholesale and retail investors.

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