intertek.com.au

What It Is

Intertek Financial Planning is a boutique financial planning firm based in Queensland, Australia, founded and led by Anthony Wolfenden. Unlike traditional financial institutions, Intertek focuses on “hands-on” financial advice. Its founder combines 15 years of systems thinking from the high-tech industry with real-world investment experience across more than 100 properties over 30 years, aiming to provide Australian residents with personalized, compliant wealth and tax planning.

Core Dimension Analysis

• Service Types: Covers full-lifecycle financial planning, with core services including superannuation optimization, self-managed super fund (SMSF) setup and compliance, retirement planning, insurance structuring, property investment strategy, tax planning, and tailored advice for small business owners.
• Compliance and Licensing: Highly regulated. As an ASIC-authorized representative (No. 1263646) under Avana Financial Solutions (AFSL 516325), it is bound by best-interest obligations. It is also registered with the Tax Practitioners Board, giving it the statutory qualifications to provide tax advice.
• Risk Control and Professional Capability: The founder’s engineering and CCIE background gives the advice a strong logical and systems-oriented approach. The blog’s in-depth analysis of the Division 296 tax (taxation of unrealized gains) and the ATO’s scrutiny of private capital demonstrates sharp insight into complex tax issues and compliance risk management.

Pricing

The official website does not directly disclose specific rates or fees, and states that details on fees and remuneration should be referred to in its Financial Services Guide (FSG). However, it offers a free 20-minute discovery call, lowering the barrier for an initial consultation.

Pros and Cons

Pros: The founder has extensive real-world experience rather than purely theoretical expertise; clients work directly with a senior planner rather than junior advisers; compliance credentials are comprehensive (AFSL + tax registration); strong insight into high-net-worth and complex tax matters such as SMSFs and trust tax.
Cons: The boutique model means service capacity is limited; the website lacks pricing transparency; the business is highly tied to the founder’s personal brand.

Who It’s For

High-net-worth individuals in Australia, private business owners with complex trust or company structures, property investors, and SMSF members who need to respond to the new Division 296 rules.

Access from China

As an Australia-based service website, it can be accessed directly from China without network restrictions, but its services are limited to Australian tax residents.