About Us

Wellings & Associates are in the business of advising individuals and small businesses on matters of financial security, investment and debt management.

Established 1975

Established by Jack Wellings in 1975 as life insurance brokers, the practice has evolved to become a broadly based financial services practice, providing advice and continuing management of our Clients’ investment portfolios, superannuation and pension accounts, personal insurances and mortgages and finances.

Wellings & Associates Pty Ltd is a Corporate Authorised Representative of Garvan Financial Planning, an Australian Financial Services Licensee. Each Wellings adviser holds a Proper Authority with Garvan Financial Planning, part of the National Group of Companies.

In order to maintain the highest standards of professional conduct and practice, each adviser is committed to a programme of continuous education and professional development. So too are members of our Administration Staff, thus ensuring a high level of competency and service to our clients.

Wellings & Associates are able to develop a comprehensive range of research driven advisory and management services, customised to the individual and specific goals of our clients.

Based on broad financial skills and experience together with in depth knowledge of the investment, insurance and mortgage markets, you can be assured that the service you receive will be of the highest and most satisfactory standard.

Financial Advisers

Jack Wellings

Wellings and Associates Pty trading as Wellinvest Financial Services
Authorised Representatives
GWM Adviser Services
Trading as Garvan Financial Planning
Australian Financial Services Licensee
Registered Office at 105 – 153 Miller Street North Sydney NSW 2060

About Us

Wellings & Associates are in the business of advising individuals and small businesses on matters of financial security, investment and debt management.

Established 1975

Financial Advisers

Jack Wellings

Amanda Griggs

Guy Halpin