wealth

Philanthropy for wealth advisers

An environmental perspective

We have developed a suite of services to help all types of wealth firms and advisers to build their philanthropy practices.

e-learning course

Philanthropy for wealth advisers is an introductory e-learning course designed specifically for wealth advisers who are interested in helping their clients with structured, tax-effective giving.

The course takes just two hours to complete online is free. You can gain 2 CPD points as the course is accredited by Financial Planners Australia.


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Wealth project partners

  • AMP Financial Planners Association
  • Australian Communities Foundation
  • Australian Ethical Investment
  • Australian Executor Trustees
  • Australian Philanthropic Services
  • BT Financial
  • Finsia
  • Hunter Hall International
  • Lord Mayor’s Charitable Foundation
  • Mutual Trust Foundation
  • Myer Family Company
  • Philanthropy Australia
  • Private Wealth Network
  • Sydney Community Foundation
  • Westpac Private Bank