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We are proud to offer practical grassroots finance education.

Grassroots Training

Formal Courses

Formal Courses At Universal Wealth Management we have developed a competency based course 'Consumer Skills and Financial Management' which underpins finance knowledge and competence.

Finance knowledge is one of the most sought after competencies a consumer of financial services seeks from people working in the financial services industry.

Our education course deliberately has a broad range of competencies. The course provides information to gather knowledge from. That knowledge is built into understanding and is used in tasks. These tasks demonstrate knowledge, understanding, enterprise and responsibility in using money and money resources to create wealth over time.

Our course provides the big picture and demonstrates how everything people, business and government do with money interrelates and it encourages responsible action in the use of money.

Recent News

Are big banks abusing their market power?

Maria was interviewed as part of the ABC's 7:30 Report coverage on the wholesale funding guarantee that was put in place at the height of the financial crisis. The guarantee gave Australian banks access to overseas funds during the credit drought, but the way it was applied has inspired an abuse of market power by the big banks, according to some critics.

Watch the program
Read the transcript