Our Website Disclosure Information

At EPG Wealth, our Website Disclosure Information is designed to keep you fully informed about your rights, entitlements, and the financial services we offer. As a self-licensed firm, our Website Disclosure Information ensures that we maintain transparency and regulatory compliance, giving you a clear understanding of your relationship with us.

 

 

Our Website Disclosure Information provides comprehensive details about your Adviser, including the financial services and products they are authorised to provide. It also explains how EPG Wealth is remunerated and provides essential contact information. Additionally, the guide outlines the process for addressing any complaints or concerns you may have, aiding you in making well-informed decisions about our services. 

 

 

You can access our detailed Website Disclosure Information below:

Mark Welch

Partner | Senior Financial Adviser

Website Disclosure Information

Lachlan Carmody

Partner | Senior Financial Adviser

Website Disclosure Information

Get in touch with our Financial Advisers today!

Frequently asked questions

Our Website Disclosure Information is a document that provides essential information about the financial services and products offered by a financial adviser or firm. It details your rights, the services available, the adviser’s qualifications, and how they are compensated.

The Website Disclosure Information protects you by providing clear and comprehensive information about the services you are receiving, the costs involved, and any potential conflicts of interest. This transparency helps you make well-informed decisions and ensures that you understand the terms of your financial relationship.

Absolutely. If you have any questions or need clarification about any part of the Website Disclosure Information, don’t hesitate to ask your financial adviser. They are there to ensure you fully understand the information provided and to address any concerns you may have.