Licensee:
Infinity Management Pty Ltd (AFSL 481586 / ACN 608 616 502)
This Financial Services Guide (FSG) is authorised for distribution by Infinity Management.
Authorised Representatives:
The trustee for IWFS Unit Trust trading as Infinity Financial Advisors
(ASIC 1239329 / ABN 53 987 027 691)
Andrew Masson (ASIC 259116)
Andrew Lindner (ASIC 459720)
Benjamin Travers (ASIC 239501)
Steve Moore (ASIC 1263191)
Authorised Representatives act on behalf of Infinity Management who is responsible for the services that they provide
Contact Details
Level 1, 47 Darby St, Newcastle NSW 2300
www.infinityfinancialadvisors.com.a
Purpose of this FSG
This FSG will help you decide whether to use the services that we* offer. It contains information about:
• 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.
* In this document ‘we’ refers to the Authorised Representatives set out above.
Our services
We are authorised to provide personal advice, general advice and dealing services in the following areas:
• Superannuation including SMSF
• Retirement planning
• Portfolio management
• Managed investments
• Securities (direct shares)
• Margin lending facilities
• Personal risk insurance
Except that Andrew Lindner is not authorised to provide personal advice services