An Australian Financial Services Licence (AFSL) is a licence issued by the Australian Securities and Investments Commission permitting, amongst other things, the provision of personal financial advice.
MKS Wealth Management holds an AFSL so that it can recommend investments and investment structures that are considered appropriate for the needs of its clients.
MKS Wealth Management is also a Registered Tax Agent. This means that we are qualified to give tax advice and can charge for the provision of such advice. As a significant portion of holistic retirement planning involves the consideration of taxation matters, our ability to provide such advice is of significant benefit to our clients. A proportion of the fees charged may also be tax deductible to you.