WCP Super Advice Pty Ltd - www.wcpsuperadvice.com.au

WCP Super Advice Pty Ltd - ACN 611 028 945

North Sydney: Suite 902, 153 Walker St, North Sydney NSW 2060

Belmore: Shop 2A, 585-589 Canterbury Road, Belmore NSW 2192

Postal: PO Box 1827 North Sydney NSW 2059

Website: www.wcpsuperadvice.com.au

Email: enquiry@wcpsuperadvice.com.au

Phone: 02 9959 4855 (North Sydney) - 02 8021 4397 (Belmore)

Fax: 02 9959 5849

Australian Financial Services Licence Number: 485616

For more information, please click on the following link:

WCPSA advisers have developed a policy of continuing professional education to:

Stay up-to-date with the impacts of the federal budget, legislation, economic developments and financial markets
Meet the regulators’ requirements to maintain, update and develop knowledge and skills in the areas we are authorised to deal in or give advice on
Develop specialist knowledge and cognitive skills of decision making to develop strategies and financial solutions that best meet the needs of my clients
Develop other financial planning skills or technical knowledge do I need, to effectively perform our role
Ensure we have the appropriate practice management skills, to effectively manage our SMSF advice practice
Enable us to provide advice which is client-centric and ethically based
Enable us to demonstrate to clients the basis for our advice
Ensure we adequately seek new advice opportunities and solutions for clients
Ensure we adequately identify potential conflicts and risks?
Develop our communication and presentation skills
Enable us to apply our technical capabilities to unique client situations
Ensure we have an understanding of the current regulations and legislation relevant to the SMSF advice profession
Ensure we meet our legal obligations
Ensure we meet disclosure obligations
Ensure we reflect our ethics in our client value proposition