Ethics & Standards

In any aspect of business and personal life where you employ a professional to provide advice, you need to be sure their standards and credentials are exemplary.

Our Code of Ethics and Professional Standards are:

  • Integrity – High standards of honesty and integrity in conducting business and in the provision of financial planning services.
  • Objectivity – Disclosure to the client of any limitations on the ability to provide objective advice.
  • Competence – Providing competent advice by maintaining necessary knowledge and skill.
  • Fairness – Ensuring that all advice be fair and reasonable at all times.
  • Diligence – We act with due skill, care and diligence in the provision of advice.
  • Professionalism – Adhering to the highest standards of professional conduct at all times.
  • Confidentiality – Maintaining discretion and confidentiality in all clients’ affairs.
  • Compliance – We comply with all statutory requirements.

Financial Services Guide (FSG) and Adviser Profile (download a copy)

Cosgrove M FULL V5 – 1 (FSG)

Cosgrove M V5 – 1

Advice Warning & Disclaimer

GENERAL ADVICE WARNING

Wickham Financial Solutions Pty Ltd ABN 96 155 232 689 Corporate Authorised Representative No 417228 of Sychronised Business Services Pty Ltd AFSL No 243313 has not taken into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.

Privacy Policy

All content on this website has been provided for general information only. As required by The Corporations Act 2001 (Cth) Wickham Financial Solutions Pty Ltd only provide personal advice after obtaining sufficient information on a client’s personal circumstances. No liability will be accepted for clients who act based on any information posted on this site. While all care is taken to keep this site up to date, Wickham Financial Solutions Pty Ltd does not verify that any information or links are accurate nor does it verify or take responsibility for any advice or information given by any business linked to this website.

Statement of Synchron‘s Privacy Policy

Privacy Policy: Synchron Privacy Policy June 2017 – website

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