Wattle Partners and Australian Shareholders’ Association partner to enhance financial literacy for Australians

From

Drew Meredith

Membership partnership with Wattle and ASA

Wattle Partners (Wattle), a leading financial planning firm specialising in retirement-focused advice, has announced a strategic partnership with the Australian Shareholder’s Association (ASA), Australia’s largest not-for-profit shareholder association.

This partnership aims to strengthen financial literacy and empower Australians to make informed investment decisions.

As part of this initiative, all new and existing Wattle clients will receive complimentary ASA membership, aligning with Wattle’s goal of equipping Australians with the financial knowledge needed to navigate the investment landscape and fostering a robust, and informed investor community.

ASA membership provides Wattle clients access to a wealth of valuable resources, including investor education programs, community events, and advocacy initiatives that champion investor rights and financial literacy.

This partnership follows the successful amalgamation of the Australian Investors Association (AIA) with ASA in November 2023, under the leadership of Wattle Principal Jamie Nemtsas, then acting chair of AIA.

Recognising shifts within the financial industry, Nemtsas guided the merger to strengthen the collective groups mission of improving financial literacy and investor advocacy.

Wattle Principal, Drew Meredith says: “We are always looking for a way to educate our clients, and by forming this partnership with the ASA, our clients will receive the best investment resources and education.”

ASA CEO, Rachel Waterhouse says: “For over 60 years, ASA has served as the voice of retail investors in Australia. This first-of-its-kind partnership with Wattle and launching the ASA Financial Advisers Directory Panel enables us to reach a broader audience, giving more Australians the resources they need to navigate the financial landscape and make empowered investment decisions.”

Launch of ASA Financial Adviser Directory

As part of the initiative to work closer with financial advisers, the ASA has launched a Financial Adviser Directory, which will provide a partnership between financial advisers and the ASA in each state.

Nemtsas has agreed to introduce financial advisers to ASA for potential addition to the Directory and Nemtsas has agreed to consult with an ASA selection committee which will decide on additions to the Directory. The advisers will exemplify professionalism, show ethical leadership, and a commitment to financial literacy in Australia.

The advisers will cater to the diverse needs of ASA members, ranging from those in the wealth accumulation phase to retirees, and high-net-worth investors.

In addition to supporting ASA members, directory advisers will contribute to the broader financial literacy objective by providing educational content through articles, podcasts and conference presentations.

This initiative underscores ASA’s dedication to fostering collaboration and delivering tailored resources that elevate the financial capabilities of its members and the wider community.

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