HOW TO INVEST IN THE FUND 

When considering an investment in the Australian Diversified Income Fund, you have two options:

INVEST DIRECTLY

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.