Intergenerational wealth transfer is the process of passing assets, wealth, and financial resources from one generation to the next, typically from parents or grandparents to their children or grandchildren. Effective financial planning for in…
Intergenerational wealth transfer is the process of passing assets, wealth, and financial resources from one generation to the next, typically from parents or grandparents to their children or grandchildren. Effective financial planning for in…
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For reference we have attached a copy of our Financial Services Guide (FSG).
WLM Financial Services maintains a public register of any Alternative Forms of Remuneration that are received from product providers, for any form of remuneration received of $300 in value or more. Fund Managers, Platform Providers, Representatives and other AFS Licensees maintain similar registers. As a matter of note, WLM financial planners receive remuneration by means of salary and do not receive any additional commission or bonus from product providers.
This register is available for inspection on can be supplied within 7 days upon request. WLM also maintains a Conflict of Interest register.
Important Note: Not all people employed by WLM are authorised to provide advice under our AFSL so you should confirm that any advice received comes from an appropriately authorised person.
If you have any complaint about the service provided to you, you should take the following steps:
Australian Financial Complaints Authority, by contacting:
GPO BOX 3
Melbourne VIC 3001
Phone: 1800 931 678
Email: info@afca.org.au
b. For complaints about a registered tax practitioner:
Tax Practitioners Board, using the online complaints form:
https://www.tpb.gov.au/complaints
If you have any further questions about the financial services WLM Financial Services Pty Ltd provides, please call us on 02 9221 7777.