WLM Financial Services
56 Pitt Street, Sydney, New South Wales 2000
About the Business
Welcome to WLM Financial Services, located in the heart of Sydney on Pitt Street. We are a multi-faceted institution offering a range of services including accounting, establishment, finance, insurance agency, and more. As a point of interest, we strive to provide exceptional financial solutions tailored to meet your specific needs.
At WLM Financial Services, we understand that money matters can be overwhelming. That's why we are here to help you navigate through the complexities of financial planning. Whether you have an established wealth-base or are just starting out, we welcome individuals who are passionate about excellence and building their wealth.
Our team of professionals is known for their straight-talking approach, ensuring that you receive honest and non-judgmental advice. With rock-solid credentials, our experts combine client care with smart technology and clear fees to deliver simply better results. We bridge the worlds of tax and finance, ensuring that your financial journey is both seamless and successful.
Thinking of subdividing? We can guide you through the tax implications and potential pitfalls of small-scale subdivisions. Additionally, we can provide insights on succession planning, helping you understand what it takes to hand your business to the next generation.
It's important to note that while our employees or associates may hold investments reviewed on our website, this should not be seen as a recommendation. We strive to provide accurate and up-to-date information, but please be aware that the information on our website is current only at the time it is placed and may not be updated or corrected in the future.
WLM Financial Services grants permission to reproduce hard copies of the information on our website for personal use only. Please note that unless otherwise stated, we own the copyright on all information provided. Furthermore, our services are specifically designed for Australian residents.
Your privacy is of utmost importance to us. While this website does not provide facilities for the secure transmission of information, we do not retain or record any personal information of users unless you voluntarily provide it to us. Any e-mail address you provide will only be used for the purpose for which you have provided it and will not be added to any mailing list without your consent.
Please be aware that our website may contain links to third-party sites, and we are not responsible for the privacy or security practices on these sites. We encourage you to read their Privacy and Security Policies before engaging with them.
Rest assured, WLM Financial Services operates under a scheme approved under Professional Standards Legislation, ensuring that our liability is limited. For your reference, we have attached a copy of our Financial Services Guide (FSG).
To maintain transparency, we keep a public register of any Alternative Forms of Remuneration received from product providers. Our financial planners receive remuneration through salary and do not receive additional commission or bonuses from product providers. This register is available for inspection upon request within 7 days. We also maintain a Conflict of Interest register.
Please note that not all individuals employed by WLM Financial Services are authorized to provide advice under our AFSL. We recommend confirming that any advice received comes from an appropriately authorized person.
If you have any complaints or concerns, please contact the Tax Practitioners Board using the online complaints form provided on their website.
Thank you for choosing WLM Financial Services. We are committed to helping you achieve your financial goals and providing you with exceptional service.
Photos
Contacts
56 Pitt Street, Sydney, New South Wales 2000, Australia
Opening hours
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"wlm!"
"The financial advice that I have received for more than the last 20 years has been very professional and thorough."
"Excellent financial planning advisor."
"If you are looking for a personal service, this is the place to go. WLM Financial has that happy combination of being small enough to provide personal treatment and big enough to cater for a wide range of needs. A "fee for service" approach is in contrast to many other financial service providers, as is the highly professional, high quality advice provided."
"WLM financial services prepare my accounts and tax returns. I am really happy with their knowledge and experience with professionals and small business. I find them very proactive and they encourage me to make the most of the latest technologies. They found things that my former accountants missed out on which saved me money. Their fees are very reasonable and they explained to me what expenses I could and couldn't claim and explained why."
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