Adelaide-headquartered firms Wotherspoon Wealth and Perks Private Wealth have merged.
The financial terms of the deal were not disclosed.
Wotherspoon Wealth was formed in 2010 by John and Simon Wotherspoon to cater the financial needs of south Australians.
Perks Private Wealth operates under an AFSL (Australian Financial Services Licence) and has offices in Adelaide, Darwin and Alice Springs.
The firms said in a statement: “Blending our two progressive, client-focused firms now creates even greater opportunity to cater for our clients’ unique needs through strengthened resources.
“Some of these opportunities include possible access to alternative asset classes, a dedicated in-house investment research team and enhanced rigour around systems and compliance.”
