Our Licensee

Strategy Partners (WA) Pty Ltd and Marcus McGuren are Authorised Representatives of LWM Financial Services Pty Ltd.

LWM Financial Services is different to many financial planning practices in that it holds its own Australian Financial Services Licence (438603) which has been issued by the Australian Securities and Investments Commission (ASIC).

As a licensee it's required to comply with the obligations of the Corporations Act and the conditions of their licence.

LWM Financial Services holds a licence to provide a comprehensive range of advice and dealing services which include:

  • Superannuation and SMSF
  • Managed investments
  • Personal insurance
  • Retirement planning
  • Portfolio reviews
  • Securities

These services are provided to both wholesale and retail clients.

 

General Advice Warning

The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances.

Please seek personal financial advice prior to acting on this information.

Financial Advisor - Marcus McGuren