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Lightbulb Wealth Management
At Lightbulb Wealth Management, we provide personalised advice and holistic financial solutions that offer outstanding value – and deliver lasting results.
Overview
At Lightbulb Wealth Management, we provide personalised advice and holistic financial solutions that offer outstanding value – and deliver lasting results.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
Oceania
Country
Australia
City
Melbourne
Corporate office
Melbourne, Victoria, Australia
Frequently asked questions
What regulatory license does Lightbulb Wealth Management hold?
Lightbulb Wealth Management holds an Australian Financial Services Licence (AFSL) issued by the Australian Securities and Investments Commission (ASIC). The license authorizes the firm to provide personal financial product advice, portfolio management services, and advice on managed investment schemes, superannuation, and life insurance products to Australian retail and wholesale clients.
Does Lightbulb Wealth Management manage a proprietary investment fund?
No proprietary fund is publicly registered by Lightbulb Wealth Management. The firm operates as a financial advisory practice, constructing individually tailored portfolios using external managed funds, direct equities, and fixed income instruments — a model distinct from an asset manager operating commingled investment vehicles.
How does Lightbulb Wealth Management source its investment solutions for clients?
The firm uses an open-architecture approach, selecting from a broad universe of Australian and international asset managers. It is not restricted to any single fund family or proprietary product suite, and its AFSL authorizations permit it to advise across managed investment schemes, superannuation platforms, and direct securities.
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