In line with changes to the Financial Planning regulations from 1 July 2016, PJT Accountants & Business Advisors has become authorised with Merit Wealth to provide advice in relation to Superannuation and Self Managed Super Funds.
Select PJT advisors have RG146 authorisation, and Wayne Patten has been accredited with his Diploma in Financial Planning. This allows us to provide assistance on the following:
- Setting up or closing Self-Managed Superannuation Funds (SMSF)
- Rollovers to Self-Managed Superannuation Funds (SMSF)
- Making contributions to superannuation or paying benefits from superannuation
- Preparation of Investment Strategies
Should we meet with you to discuss your needs, we will be required to provide you with a Financial Services Guide outlining our practices and limitations. Each authorised Advisor will have their own Financial Services Guide and representative number, and these are outlined below against each of the qualified representatives within our firm.
Should you require additional financial advice beyond our scope, or advice on insurance coverage, we will be happy to refer you to a professional at one of our preferred financial planning and insurance advisory partners.
Our authorisation and representative details are as follows:
PJT Accountants & Business Advisors Pty Ltd CAR Number 1243046 ABN 75 116 182 873 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
Wayne Patten ARN 277883 is an Accredited Financial Planner and Authorised Representatives of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
Wayne Patten Financial Services Guide 2017
Jodie Thompson ARN 277884 is a Limited Authorised Representatives of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361
Jodie Thompson Financial Services Guide
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