Jason Cook, Financial Adviser, Sub-Authorised Representative 286296, and Presidio Financial Services Pty Ltd trading as WB Financial Australia, Corporate Authorised Representative 312532, are licensed through Infocus Securities Australia Pty Ltd. Infocus oversees that standards in training, compliance, insurance, and dispute resolution, are maintained by WB Financial Australia.
WB Financial Australia works directly with Australian Super Manager Pty Ltd, to provide specialist Self-Managed Superannuation Fund Accounting, Administration, and Audit Services; within a disciplined and systemised process.
Jason Cook, Specialist Self-Managed Superannuation Fund Adviser, is accredited through the SMSF Association of Australia — an independent, professional body representing Australia’s SMSF sector, and leading in professionalism.
Agentia is a provider of quality, customised, managed account-based investment solutions. WB Financial Australia will not recommend this or any other product without taking into account your objectives, financial situation, needs, and best interests. Before acting on any advice, WB Financial Australia recommends that you consider whether all products are appropriate for your circumstances; and consider the Product Disclosure Statement or other disclosure document before making any decisions regarding any products.