Cross Border Advice Process
Seamlessly co-ordinating the work for you across countries
To ensure that we can undertake our service for you in line with financial services regulations in both Australia and the UK, and to provide an overall seamless service, PX Wealth Pty Ltd (Australia) trading as PX Pension Exchange, works together with Xpat Limited (UK). The nature of this relationship means that different parts of the process are undertaken by different entities as follows:
Xpat Limited is fully authorized and regulated by the UK Financial Conduct Authority. FCA Ref 459255.
PX Pension Exchange is a trading style of PX Wealth Pty Ltd. PX Wealth Pty Ltd ABN 65 627 589 780 is an Authorised Representative (CAR#1278590) of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL 229892.