Gavin is a published author on financial wealth protection and creation. He has also featured as a speaker and contributor on various publications and small business forums. Gavin has been involved in the Financial Services Industry since 1983. A perpetual student, Gavin is continually adding qualifications to his name that he believes will be of benefit to himself and his clients. He obtained his B.Comm in 1987, the South African Certified Financial Planner qualification with distinction, the Advanced Diploma in Financial Planning and the professional designation of Fellow Chartered Financial Practitioner in 2015. In 2011 he achieved the sought after designation of SMSF Specialist Adviser ™. Gavin is passionate about mentoring, coaching and assisting his clients and colleagues to bring about major changes in their financial literacy. Gavin is past WA committee member for the Association of Financial Planners.
UNIQUE WEALTH PTY LTD provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we’ll ask just as much as is necessary to be able to provide appropriate advice. However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities. Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We’ll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding. We can also provide you with contact details for some of our existing clients (with their permission). You can speak with them to find out more about how we work and what their experience with us has been like.
The team Key Personnel
Our highly experienced team has 65 years of combined experience in financial planning. During this time, we’ve helped many people significantly improve their financial independence and security and to Build Better Lives. Get to know more about our team and how we can help you.
Mr Gavin Bramley MD Our Financial Services Guide
B.Com, CFP, Adv Dip FS (FP), FCh(FP), LIB(SA), SSA ™
Financial Services Guide (FSG) I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Lombardini Allan Financial Group Pty Ltd. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.
|This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Our Financial Services Guide
OUR ADDRESS AND CONTACT DETAILS
|Address||2, 29 Amesbury Loop BUTLER WA 6036;
P.O. Box 227, Quins Rock, 6030
|Phone||08 6201 7992|
|Mobile||0421 792 792|
Unique Wealth Pty Ltd
Our Financial Services Guide is issued by Lombardini Allan Financial Group Pty Ltd ABN 36 642 793 717 AFSL 525803 (LAFG). It is Part Two of a Financial Services Guide (FSG) and should be read in conjunction with Part One.
Unique Wealth Pty Ltd is a Corporate Authorised Representative of LAFG and has been given permission to provide you with this FSG Part Two.
Financial Services are provided to you by:
|Corporate Authorised Representative Name||Unique Wealth Pty Ltd|
|Australian Company Number||129 610 662|
|Corporate Authorised Representative ASIC Number||421146|
|Authorised Representative Name||Gavin Bramley|
|Authorised Representative ASIC Number||322445|
|Business Address||Unit 2, 29 Amesbury Loop,
Butler WA 6036
|Postal Address||PO Box 227
Quinns Rock WA 6030
|Telephone||08 6201 7992|
Gavin is an Authorised Representative of Unique Wealth Pty Ltd and is authorised to advise and deal in the following products:
- Government Debentures, Stocks and Bonds
- Life Insurance (Risk and Investment Products)
- Retirement Savings Accounts and Superannuation
- Deposit Products
- Managed Investment Schemes
- Self Managed Superannuation Funds
Gavin is not authorised to advise and deal in relation to the following products:
- Margin Lending
- Managed Discretionary Accounts
LAFG receives all remuneration paid upon the provision of services by Gavin and under contract deducts a Licensee fee from the amounts received from Unique Wealth Pty Ltd and LAFG then forwards the residual remuneration onto Unique Wealth Pty Ltd. Unique Wealth Pty Ltd then pays Gavin a salary.
All fees and charges will be discussed and agreed with you prior to commencing any work.
Contacting us about privacy
Telephone: 08 6201 7992 between 9.00am and 5.00pm (WA time) Monday to Friday
Email: firstname.lastname@example.org Post: PO Box 227, Quinns Rock, WA 6030
Lombardini Allan Financial Group Pty Ltd
ABN 36 642 793 717 | AFSL 525803.
Unit 2, 29 Amesbury Loop, Butler WA 6036
PO Box 227, Quinns Rock, WA 6027
T: 08 6201 7992