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OVERVIEW
The following policies set out the purpose, responsibilities and management, and other issues concerning the Wealthfarm website. the following policies are in place and are reviewed on a regular basis. Please take the time to view our policies.
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.
Wealthfarm Financial Planners Nicholas Sinclair, Stephen Pollard, Michael Smyth, Javier Fonseca, Nicole Amaya and Jyeha Taccori are Authorised Representatives of GWM Adviser Services Limited trading as Garvan Financial Planning (Garvan), a member of the National Australia group of companies.
Nicholas Sinclair, Stephen Pollard, Michael Smyth, Javier Fonseca, Nicole Amaya and Jyeha Taccori
Wealthfarm Financial Planners ABN 77 159 754 322
Authorised Representatives:
GWM Adviser Services Limited
Australian Financial Services Licensee
Registered Office at: 105-153 Miller Street North Sydney NSW 2060
Please CLICK HERE to view our Financial Services and Credit Guide
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 GWM Adviser Services Limited, AFSL 230692, an Australian Financial Services Licensee with its registered office at 105-153 Miller Street North Sydney NSW 2060.
Please note that GWM Adviser Services and Wealthfarm Pty Ltd are not responsible for the advice and services provided by Propertyfarm, Wealthfarm Accountants and Wealthfarm Finance. Wealthfarm Pty Ltd, Wealthfarm Accountants and Propertyfarm 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 PRIVACY POLICY
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:
WEALTHFARM WEBSITE TERMS OF USE
The Wealthfarm website (“Website”) is owned and operated by Wealthfarm IP Pty Ltd ACN 129 356 814 (“Wealthfarm”). Your access to the Website is conditional upon your acceptance and compliance with the terms, conditions, notices and disclaimers contained in this document (collectively known as Terms of Use). Your use of, and/or access to, the Website constitutes your agreement to the Terms of Use. Wealthfarm reserves its right to amend the Terms of Use at any time. Read More:
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