Please take the time to view our policies. They set out the purpose, responsibilities and management, and other issues concerning the Wealthfarm website and are reviewed on a regular basis.
General Advice Warning
The advice on this site may not be suitable to you because it contains general advice. In preparing the advice on this website Wealthfarm Financial Planners has not considered your personal circumstances, so you can’t assume it will be suitable for you. Please seek personal financial, and tax and/or legal advice prior to acting on this information.
Financial Services Information
Wealthfarm Pty Ltd, ACN 119 411 75, ATF Wealthfarm Unit Trust ABN 77 159 754 322 t/as Wealthfarm Financial Planners, Nicholas Sinclair, Javier Fonseca, and Nicole Amaya are Authorised Representatives of Synchron, Australian Financial Services Licence No: 243313.
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The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. Wealthfarm Pty Ltd, ACN 119 411 175, AFT Wealthfarm Unit Trust ABN 77 159 754 322 trading as Wealthfarm Financial Planners, is an Authorised Representative of Synchron, AFSL 243313, an Australian Financial Services Licensee.
Please note that Synchron and Wealthfarm Pty Ltd are not responsible for the advice and services provided by Wealthfarm Property Services, Wealthfarm Accountants and Wealthfarm Finance. Wealthfarm Pty Ltd, Wealthfarm Accountants and Wealthfarm Property Services are owned by the Wealthfarm Group Trust. Nicholas Sinclair is a beneficiary of the Wealthfarm Group Trust and as a result will receive distributions and/or other benefits from the Wealthfarm Group Trust.
Wealthfarm Pty Ltd ACN 119 411 175 (“Wealthfarm”) recognises and values the protection of your personal information. Wealthfarm is governed by and observes the requirements of the Privacy Act 1988 (Cth). Wealthfarm also recognises concerns you may have in relation to the collection of personal information and how Wealthfarm may store and use that information. Read More:
WEALTHFARM SPAM STATEMENT
Wealthfarm Pty Ltd ACN 119 411 175 (“Wealthfarm”) is committed to observing and complying with its obligations at all times under any relevant Spam legislation and regulations in any subject country. The term ‘subject country’ means the country in which the customer accesses the Wealthfarm website. Read More:
Weathfarm Spam Policy