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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Level 1, 678 Victoria Street
Richmond VIC 3121
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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.
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