advice fees and charges
Global Fortune Management Pty Ltd and Weidong (Adam) Zhang will be paid by financial planning advice Fees as described in the Financial Services Guide.
The amount of the benefit and how it is calculated will be advised to you.
Weidong (Adam) zhang
Managing Director & Principal Financial Planner
Weidong (Adam) Zhang is a Principal of Global Fortune Management Pty Ltd who are both authorized by Nextplan Financial Pty Ltd (AFSL: 452996) to offer the following services to retail and wholesale clients:Provide financial product advice; and Deal in a financial product by arranging for a financial product to be acquired, disposed of, or varied.
Global Fortune Management Pty Ltd and Weidong (Adam) Zhang are authorized to provide advice and deal in the following financial products:• Deposit & Payment Products (basic and non-basic)• Debentures, Stocks or Bonds issued by a Government
• Life Products, including: Investment Life Insurance Products & Life Risk Insurance Products;
•Interests in Managed Investment Schemes (incl IDPS)• Retirement Savings Accounts (“RSA”) products;• Superannuation;• Standard Margin Lending Facility;• Self-Managed Superannuation Funds; and Securities.
Details of the ranges and amounts of remuneration are set out below. Amounts are inclusive of GST.
Prior to preparing any advice or providing financial services to you, we will discuss and agree upon all fees that will apply.Weidong (Adam) Zhang and Global Management pays licensing fees to Nextplan Financial Pty Ltd and will receive 100% of all revenue earned from the financial services provided to you
Advice Fees and Charges
Weidong (Adam) Zhang will be paid by financial planning advice Fees as described in the Financial Services Guide. The amount of the benefit and how it is calculated will be advised to you.The cost of providing a financial product or service to you will depend on the nature and complexity of the advice, financial product and/or service provided. Generally, whenever your adviser provides a recommendation for a financial product or service, your adviser may be remunerated through either:• An initial fee for service; and/or• An ongoing fee for service; or• A contribution fee or implementation fee; or• Commission payments from product providers where applicable; or• A combination of any of the above.
Other Benefits Weidong (Adam) Zhang May Receive
From time to time Weidong (Adam) Zhang may be invited to social or sporting events and receive the occasional gift such as a bottle of wine or hamper on special occasions.
These non-cash benefits will have a value of less than $300. A register listing the details of any non-cash benefits between $100and $300 is maintained. These invitations and gifts do not influence the advice provided to you. If you would like more information, you can request a copy of the register.