HOW TO INVEST IN THE FUND
When considering an investment in the Australian Diversified Income Fund, you have two options:
If you are confident in your ability to make investment decisions, please read the Information Memorandum and complete the Application Form provided.
INVESTMENT WITH PERSONAL ADVICE
Your adviser, David Le*, is authorised to provide you with financial advice that is personalised to your specific financial and personal circumstances.
WHOLESALE INVESTOR CERTIFICATE
Ensure your Accountant certifies that you are a Wholesale Investor on the Application Form (section 9).
* David Lee is an Authorised Representative No. 001252592 of Spectrum Wealth Advisers Pty Ltd ACN 134 661 706 Australian Financial Services Licence No. 334400.
YOUR ADVISOR & ACCOUNTANT
David Le* is the Managing Director of Strategy 360 Wealth Pty Ltd, a financial advisory firm specialising in delivering strategies and solutions for high net worth and sophisticated investors.
David is also an accountant and Registered Tax Agent** with the Tax Practitioners Board. He is able to sign off the “Qaulifying Investor” section of the Application Form to the Fund.
* David Le is an Authorised Representative No. 001252592 of Spectrum Wealth Advisers Pty Ltd ACN 134 661 706 Australian Financial Services Licence no. 334400.
** Registered Tax Agent No. 25487693.