Licensee Disclosure

WPFP Group Pty Ltd is the holder of an Australian Financial Services Licence (AFSL). Both WPFP Group Pty Ltd as licensee and Wilson Pateras Financial Planning Pty Ltd as an authorised representative of the licensee including Wilson Pateras advisers, must meet various obligations imposed under the AFSL, under various laws including the Corporations Act and regulations, as well as pursuant to various professional and industry body directives, codes and other guidance.

The Tax Agent Services Act (TASA) 2009 requires that financial advisers providing advice on tax matters (either incidental or otherwise to the subject matter of the advice) to be registered (or supervised by a registered individual) with the Tax Practitioners Board (TPB) from 1 July 2014 as tax (financial) advisers. Under their TPB registration, advisers must meet the personal and professional standard requirements for registered tax (financial) advisers in accordance with the TPB Code of Conduct. The obligations imposed by the Code of Conduct can be found in the Tax Agent Services Act 2009.

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General advice

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

If you decide to purchase or vary a financial product, your financial adviser, Wilson Pateras Financial Planning Pty Ltd ABN 11 210 431 740, phone number (03) 8419 9800 and other companies within the Wilson Pateras Group may receive fees and other benefits. The fees will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments. Please contact us if you would like further information.

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Richmond Office

Level 1, 678 Victoria Street

Richmond VIC 3121

This content has been prepared by Wilson Pateras to further our commitment to proactive services and advice for our clients, by providing current information and events. Any advice is of a general nature only and does not take into account your personal objectives or financial situation. Before making any decision, you should consider your particular circumstances and whether the information is suitable to your needs including by seeking professional advice. You should also read any relevant disclosure documents. Whilst every effort has been made to verify the accuracy of this information, Wilson Pateras, its officers, employees and agents disclaim all liability, to the extent permissible by law, for any error, inaccuracy in, or omission from, the information contained above including any loss or damage suffered by any person directly or indirectly through relying on this information.