Company Information

Get to know WestPac Wealth Partners

Founded in 2007, WestPac Wealth Partners is a financial services firm operating as an agency of The Guardian Life Insurance Company of America® (Guardian). The company's mission is to help clients achieve financial clarity, confidence, and capability through a holistic planning process. They serve a diverse clientele, including individuals, families, and businesses, by offering a wide range of services such as wealth management, retirement planning, investment strategies, insurance, and business planning. The firm emphasizes a team-based approach to provide comprehensive and tailored financial solutions.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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WestPac Wealth Partners

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.