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Financial Services Guide
When seeking advice from any Financial Adviser it is important that you know you are seeking the RIGHT information from the RIGHT person.
The Financial Services Guide is a document that tries to provide you the information you need to be confident about the advice you receive.
Please read the document and if you have any questions, feel free to contact phone or email us.
2023-07-01-Discovery Wealth-Financial Services Guide V1.pdfPrivacy Policy
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Let us be clear about TAX.
Tax Disclaimer.
Your adviser provides financial planning advice that includes considering the tax implications relevant to that advice based on Australian tax law. This advice is not intended to be a substitute for specialised taxation advice or a complete assessment of your liabilities or claim entitlements under taxation law.
We recommend you consult with a registered tax agent for this professional advice. Any tax estimates provided by us are intended as a guide only on Australian matters and are based on our general understanding of Australian taxation laws.
Where we have used information provided by your tax agent, we are not responsible for the accuracy of that information. We do not provide taxation considerations or advice for any other country or jurisdiction. Should you have to report income for tax matters overseas, you should seek your own independent advice on these matters prior to acting on our advice.
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