We aim to provide personalised and responsible advice suited to your objectives.

Our wealth management team undertake continuous professional development to stay current with legislative changes related to superannuation, investment, social security, aged care and tax environments.

We have access to technical, risk and investment research professionals who provide us with additional analysis on strategies and products that become available as a result of legislative changes.

How we help clients

Our financial planners in Adelaide will help you determine your goals and weigh up different investment strategies to achieve them.

Most importantly, we turn your thoughts into action. There are no secret formulas for achieving financial security. We will work with you to get the basics right and ensure you have a plan to achieve your goals over time.

Please click the names below to download the individuals' Financial Services Guide;

  • Darren Matthew - Authorised Representative of HLB Mann Judd WM (SA) Pty Ltd 536120
  • George Wright - Authorised Representative of HLB Mann Judd WM (SA) Pty Ltd 536120

Any advice provided by HLB Mann Judd detailed above is provided independently of HLB Mann Judd Private Wealth (SA) Pty Ltd and our Licensee, HLB Mann Judd WM (SA) Pty Ltd. Neither HLB Mann Judd Private Wealth (SA) Pty Ltd, nor HLB Mann Judd WM (SA) Pty Ltd take any responsibility for any actions or service they provide.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

HLB Mann Judd Private Wealth (SA) Pty Ltd ABN 89 562 637 106
Corporate Authorised Representative of HLB Mann Judd WM (SA) Pty Ltd ABN 68 615 255 448
Australian Financial Services Licensee Licence number 536120   
Street Address: 169 Fullarton Rd, Dulwich SA 5065 

Making a complaint 
We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services we encourage you to contact the Licensee. Please call us on (08)81335000, via email: afsl@hlbsa.com.au, in person or by letter.

The best option is to call the Licensee or put your complaint in writing to the Licensee’s office. The Licensee will endeavour to resolve your complaint in 5 business days.

If you still do not receive a satisfactory outcome or the Licensee does not respond to you within 30 days after you make the initial complaint, you have the right to complain to the Australian Financial Complaints Authority (AFCA) at the following address:
GPO Box 3
Melbourne VIC 3001
Ph: 1800 931 678
Fax: 03 9613 6399
Website: www.afca.org.au
Email: info@afca.org.au

You may only contact AFCA once you have followed the above procedure.

Our Complaints Handling Procedure is available on request.

Your Privacy
We are committed to protecting your privacy.

We have a Privacy Policy which sets out how we collect, hold, use and disclose your personal information. It also sets out how you can access the information we hold about you, how to have it corrected and how to complain where you are not satisfied with how we have handled your personal information.

Terms of Business
You can access this document by clicking on the following link - HLB Mann Judd Private Wealth (SA) Terms of Business

 


Our advisers

Partner

Darren Matthew

Wealth Management

Adelaide

Partner

George Wright

Wealth Management

Adelaide