Goals-based financial planning is a signature of our service at WLM, because it involves much more than the numbers – it also explores measures that provide security and protection against unexpected life events. Sadly, and too often, we hear of clients being inadequately protected for shocks such as early death or disability.
The information contained in the WLM website, has been prepared from a wide variety of sources, which WLM, to the best of its knowledge and belief, considers accurate. WLM does not however warrant the accuracy of the information and forecasts possibly contained in the WLM website. No visitor to the site should rely upon the information and/or recommendations contained in the WLM website. WLM strongly recommends that all prospective purchasers of securities should make their own inquiries and seek professional advice before acting on any of the information contained in the WLM website. Should you wish to seek advice, please feel welcome to contact us.
Employees or associates of WLM may hold investments reviewed in the WLM website. This should not be seen as a recommendation.
The information is current only at the time it is placed on the website. WLM is under no obligation to update the information or correct any inaccuracy, which may become apparent at a later time.
WLM grant permission to reproduce hard copies of the information for personal use only. Unless an article is sourced, or it is expressly stated to the contrary, WLM owns copyright on all information.
The information contained in this site is for Australian residents only.
This site does not provide facilities for the secure transmission of information across the Internet, and as such does not retain or record any personal information of users. We will only record your e-mail address if you send us a message. Your e-mail address will only be used for the purpose for which you have provided it and it will not be added to a mailing list or used for any other purpose without your consent.
Click here for a full copy of our Privacy Policy.
This website links to third party sites. Please be aware that WLM are in no way responsible for the privacy or security practices on these sites. They are not covered by the policy set out here, and should instead have their own Privacy and Security Policy contained on their site, which we encourage you to read.
Liability limited by a scheme approved under Professional Standards Legislation.
WLM Financial Services Pty Limited holds an Australian Financial Services Licence(AFSL). This may be verified independantly through the Australian Securities and Investment Commission (ASIC) or you can contact us for a copy of our licence.
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.