Disclaimer
Unless otherwise stated, the information provided on this website and in any associated media, including but not limited to podcasts, articles, videos, reports, communications, or links shared by York Wealth Management Pty Ltd, is intended for general informational and educational purposes only. It is not designed to provide personal financial, investment, legal, tax, or other professional advice. The information does not take into account your individual circumstances, investment objectives, or financial needs. You should assess its suitability to your situation or seek advice from a licensed financial professional before making any financial decisions.
The views, opinions, and information expressed in any media content are solely those of the individual speakers, guests, or contributors and do not necessarily reflect the views of York Wealth Management Pty Ltd, its affiliates, or its advisors. Discussions related to financial services, products, or strategies are general in nature and should not be relied upon as personal advice. York Wealth Management is not responsible for any actions taken based on the content of its media, website, communications, or any links or information provided. Mentions of specific products, strategies, or services are not endorsements or recommendations.
York Wealth Management’s Reports are based on technical analysis of shares, listed companies, listed trusts, managed funds, not limited to other asset classes and the market in general. Technical analysis interprets charts and data to understand market sentiment regarding financial products and does not include detailed reviews of a company’s financial position, as performed in fundamental analysis. These Reports are prepared in good faith using information deemed reliable at the time of publication. However, York Wealth Management makes no representations or warranties as to their accuracy, completeness, or timeliness and assumes no obligation to update the Reports or opinions contained therein.
Before acting on any information provided, you should independently evaluate its relevance to your circumstances or consult with one of our trusted advisors. Unless expressly stated, the information provided in any media, on this website, in communications, or via links does not constitute a recommendation to invest in specific securities, investments, or financial products offered by York Wealth Management Pty Ltd (ABN 46 605 610 679).
York Wealth Management provides financial advice under the scope of its Australian Financial Services Licence (AFSL). We do not offer advice in areas outside the scope of our AFSL, such as mortgage broking. If you require advice in these areas, we can refer you to a licensed professional qualified to assist you.
York Wealth Management Pty Ltd (ABN 46 605 610 679) is a Corporate Authorised Representative (001007972) of AD Advisory Services Pty Ltd (AFSL No. 237058).
This disclaimer applies to all content, communications, links, and media associated with York Wealth Management, including but not limited to its website, www.yorkwealth.com.au.
Privacy
York Wealth Management Pty Ltd is a Corporate Authorised Representative of AD Advisory Services Pty Ltd. Personal information you provide to us is handled in accordance with our licensee’s Privacy Policy and Collection Statement, which sets out how personal information is collected, held, used and disclosed, how you may access or correct it, and how to make a complaint.
Privacy Policy and Collection Statement
Third party service providers and artificial intelligence
We use established third party providers to run our business and deliver advice. These include an investment platform and custody, planning and client record systems, document storage and email, and artificial intelligence tools used for research, analysis, drafting, meeting notes and administration. The artificial intelligence tools we currently use are Claude, ChatGPT and Grok.
Some of these providers are located outside Australia. Client information may be processed by them, including by the artificial intelligence tools. Those tools support our work and do not replace it. Every output is reviewed and checked by our team, and all advice is prepared, considered and given by a qualified adviser.
We may add, change or remove third party service providers at any time without notice. Our Third Party Service Providers and Data Handling Statement sets out how this works and where information is held.