SWM

About Us

JV Wealth is a professional, holistic financial services company with well over 20 years of experience. We know that our relationship with each client is built on trust, integrity and professionalism. JV Wealth prides itself on discovering and delivering strategic solutions designed to meet your personal or business needs. We select from a wide range of best of breed products and strive to find the right product to suit all of your current and future requirements.

We are not driven by fees preferring to establish lasting relationships built on providing good value for money service. Our fees are discussed once all your needs have been discovered and must meet your approval before we are authorised to proceed. For all new clients we have chosen not to charge trailing commissions and, where applicable, rebate these fees back into your account, allowing your hard earned dollars to work even harder. We tailor our solutions, service and advice to meet your specific personal or business needs. Above all we work hard to ensure that your goals remain paramount.

    • Positioning Statement (vision) To remain in the top 10% of SA's Financial Planners
    • Corporate Aim (mission) To grow our business by providing consistent, secure and dependable financial solutions to meet our client needs
    • Noble Cause Statement JVW provides the tools and education to create and maintain wealth for clients' long term benefit
    • JVW Core Values Consistently dependable, professional, moral, passionate, honest, astute, easy to understand, to maintain integrity at all times and remain up to date with legislative changes

Authorised Representative Background

Tony Skinner - Authorised Representative No. 326509

Tony's Qualifications:
Self Managed Superannuation, Associate Diploma Accounting, Advanced Diploma Financial Service (Financial Planning), Certificates in Financial Markets, Executor & Trustee Institute, 1st Line Mangement, Communications.

Tony's Experience:
Tony has been a business professional for more than 25 years. With experience in roles such as financial planning, lending, debt consolidation, funds processing, trust administration, taxation preparation, business development and protection and investment management. Tony is able to view your financial situation from every angle to provide a holistic tailored solution to suit your specific needs and objectives.

Tony's Goals:
To provide his clients with the tools and / or education to build, increase and maintain their wealth. So whether you want to take charge of your own portfolio or find someone you trust to look after things for you speak to Tony.

Dean Withers

Dean's Qualifications:
Chartered Accountant, Bachelor of Economics (Accounting), Registered Tax Agent, Registered Company Auditor, Approved Auditor of Self-Managed Superannuation Funds.

Dean's Experience:
Dean has been a Chartered Accountant for over 20 years with the whole of that time involved consulting small to medium businesses on a whole host of issues. Some of Dean's key focuses have been tax and retirement planning for his clients over those years. Dean realised a long time ago that there is much more to being an accountant than preparing tax returns.

Dean's Goals:
To provide clients with sound accounting and taxation advice to help minimise tax and achieve good financial outcomes for the client.

JV Wealth Pty Ltd ABN 51141826566 is a Corporate Authorised Representative of Wealth IQ Group Pty Ltd (AFSL 527880/ ABN 45644154914)
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General Advice Warning

 The advice contained on this site does not take into account any persons particular objectives, needs or financial situation.  Before making a decision regarding the acquisition or disposal of a Financial Product persons should assess whether the advice is appropriate to their objectives, needs or financial situation.  Persons may wish to make this assessment themselves or seek the help of an adviser.  No responsibility is taken for persons acting on the information on this site.  Persons doing so, do so at their own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.