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Financial Services Guide Affinity Wealth Services ABN 59 133 479 115 Australian Financial Services License (ADSL) Number 402370 1 September 2015 Version 3.3 Purpose of this guide The main purpose

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What is affinity wealth services?

Affinity wealth services provide personalized financial planning and investment management services to high-net-worth individuals and families.

Who is required to file affinity wealth services?

Individuals or families with a high net worth who are seeking personalized financial planning and investment management services are required to file affinity wealth services.

How to fill out affinity wealth services?

To fill out affinity wealth services, individuals or families will need to provide detailed information about their financial goals, assets, liabilities, income, and expenses.

What is the purpose of affinity wealth services?

The purpose of affinity wealth services is to help high-net-worth individuals and families achieve their financial goals through personalized financial planning and investment management.

What information must be reported on affinity wealth services?

Information such as assets, liabilities, income, expenses, financial goals, and risk tolerance must be reported on affinity wealth services.

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