As of March 2017 Michael Wunsch will hold an limited licence AFS licence: in accordance with regulations 7.8.12A and 7.8.14B of the Corporations Regulations 2001 (Corporations Regulations).
He is able to provide the following limited financial services:
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Financial product advice about:
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SMSFs
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a client’s existing superannuation holdings in certain circumstances.
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‘Class of product advice’ about:
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superannuation products
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securities
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simple managed investment schemes
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general insurance products
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life risk insurance products
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basic deposit products
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It is critical that we all have a financial plan or goals this is the way to wealth creation.
Our objective is to assist you in saving, investing and growing and protecting your wealth. Most clients will see an advisor at some stage in their life to help them with this we can assist you with financial planning, tax strategies, estate planning.
Should you require more information or assistance please ring us on 02 98163111 or email us.
Liability limited by a scheme approved under Professional Standards legislation