Education Services

Understanding Series

These documents provide some additional information to help you understand the financial planning concepts discussed in your Wealthfarm Statement of Advice. It is very important for you to read the documents that are relevant to the strategies your Wealthfarm Financial Adviser has recommended to you.

The Understanding Series is presented as Acrobat PDF documents, so you will need to have current versions of Acrobat Reader to view them. You can download the latest version of Acrobat Reader for free by following this link to the Adobe website


 

Financial Services Information

Nicholas Sinclair, Stephen Pollard,
Michael Smyth and Javier Fonseca

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

Disclaimer

Wealthfarm Pty Ltd, ACN 119 411 175, t/a Wealthfarm Financial Planners, is an Authorised Representatives of GWM Adviser Services Limited, AFSL 230692, an Australian Financial Services Licensee with its registered office are 105-153 Miller Street North Sydney NSW 2060.