Our Licensee

Strategy Partners (WA) Pty Ltd and Marcus McGuren are Authorised Representatives of LWM Financial Services Pty Ltd.

LWM Financial Services Pty Ltd holds an Australian Financial Services Licence (438603).

As a licensee it is required to comply with the obligations of the Corporations Act and the conditions of its licence.

This includes the need to have adequate compensation arrangements in place with a Professional Indemnity insurer for the financial services that it and its current and past representatives provide.

LWM Financial Services Pty Ltd is privately owned and is therefore not linked to, or controlled by, any product provider.

We are authorised to provide personal advice, general advice and dealing services in the following areas:

  • Superannuation and SMSF
  • Managed investments
  • Personal insurance
  • Retirement planning
  • Portfolio management
  • Securities


General Advice Warning

The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances.

Please seek personal financial advice prior to acting on this information.

Financial Advisor - Marcus McGuren