Licensee:
Infinity Management Pty Ltd (AFSL 481586 / ACN 608616502)
Level 1, 47 Darby Street
Newcastle NSW 2300
Authorised Representatives:
The trustee for IWFS Unit Trust trading as Infinity Financial Advisory
ASIC 001239329/ ABN 53 987 027 691
- Andrew Masson (ASIC 000259116)
- Andrew Lindner (ASIC 000459720)
- Ben Travers (ASIC 000239501)
- Steve Moore (ASIC 001263191)
Level 1, 47 Darby Street
Newcastle NSW 2300
Version: 2.9 – 1 March 2021
Authorised for distribution by Infinity Management Pty Ltd
Why am I receiving this document?
This Financial Services Guide (FSG) will help you decide whether to use the services that we* offer. It contains information about:
- Infinity Management Pty Ltd
- The trustee of the IWFS Unit Trust (IWFS) and your financial adviser
- The services we offer and their cost
- Any conflicts of interest which may impact the services
- How we are remunerated
- How we deal with complaints if you are not satisfied with our services.
This FSG should be read in conjunction with the Adviser Profile which provides further information on your financial adviser, we will provide you with this document when you seek our advice. When we provide you with financial planning services you may receive:
- A Statement of Advice (SoA) or Record of Advice (RoA) which documents the advice we provide to you.
- A Product Disclosure Statement (PDS) which explains the products we have recommended.
* In this document ‘we’ refers to IWFS and your financial adviser.
Infinity Management Pty Ltd
Infinity Management Pty Ltd holds an Australian Financial Services Licence (481586) which has been issued by the Australian Securities and Investments Commission (ASIC).
Infinity Management is required to comply with the obligations of the Corporations Act and the conditions of its licence. This includes the need to have adequate compensation arrangements in place with a Professional