FAQ

Are you licensed?

We are Authorised Representatives of GWM Adviser Services Limited, ABN 96 002 071 749, Australian Financial Services Licensee - AFS License No. 230692.

Are you members of the Financial Planning Association?

No. Our Licensee is a Principal Member of the FPA, and as such requires advisers to adhere to the FPA’s “Code of Ethics” and “Rules of Professional Conduct”. You can view a copy here.

Are you qualified?

Yes, all of our advisers hold the Diploma of Financial Planning, and each has in excess of 20 years experience as a financial planner.

Will you tell me about any risks of the investments or investment strategies you recommend to me?

We will explain to you any significant risks of investments and strategies that we recommend to you, which shall be provided in writing along with any written advice. We will provide detailed information about our fees with your written advice.

Will you give me advice that is suitable to my investment and financial circumstances?

We are focused on providing personalised financial planning advice. That is, advice personalised to your particular financial circumstances and needs. To deliver such personalised advice, we need to find out your current financial situation and clarify your future objectives. You have the right to withhold private information from us, but this may compromise the effectiveness of your financial plan. In that case, we are required to warn you about the possible consequences of us not having your full personal information. While general advice can be provided, the best results are achieved when the financial plan is tailored to meet your specific needs and objectives.

The information contained on this website is provided in good faith. While the contents are obtained from various sources that are deemed reliable, it is not guaranteed as accurate or complete and should not be relied upon as such. It is recommended that you seek independent, professional advice before acting to ensure that your personal needs and circumstances are considered and met.

GWM Adviser Services Limited ABN 96 002 071 749 - AFS License No.230692

[an error occurred while processing this directive]


	[Home] [About Us] [Services] [News & Info] [Calendar] [FAQ] [Feedback] [Links] [Privacy]