Our Story
Crown Wealth Group are an Australian Financial Services dealer group, offering financial advisers an end to end solution for their growing practice. Crown was founded in 2014, By Brendan Rodwell and Andrew Moore.

Both Brendan and Andrew having many years of experience in the financial services sector, wanted to create a company that encompassed their belief in creating real process efficiencies and a wide range of investment options for advisers. In turn creating time for them which can be spent adding value to their client base or growing their own practice.

In 2017 Stephen Lambert joined Crown and took on the role of Chief Executive Officer. Having many years of experience in the banking and mortgage sectors, Stephen is driven to taking the licensee platforms to their next stage of growth in the coming years.

Fast forward to today, the Crown philosophy of Create Time, Create Value is still a key driver in offering their advisers assistance and guidance within the financial planning industry, through professional development days, systems development and initiatives that will empower them to grow their own practices for many years to come.  

The team at Crown are optimistic around the outlook for the financial planning industry and look forward to servicing those that are dedicated to adding value to all their clients, the same way Crown offers this within their dealer group.