SMSF Financial Services

At Francis A Jones we can assist and advise you with SMSF financial services such as:

  • Establishing a new fund
  • Making contributions
  • Rollovers
  • Commencing a pension
  • Limited recourse borrowing arrangements
  • Closing a fund

To advise on these services firms must hold a limited Australian Financial Services Licence or be an authorised representative of an AFSL holder.

Francis A Jones are authorised representatives of Merit Wealth Pty Ltd AFSL 409361.

Visit our contacts page to make an appointment for our SMSF financial services or for more information.

General Advice Warning

Any advice included in this section is general advice and has been prepared without taking into account your own objectives, financial situation or needs. Before acting on the advice, you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs. If you require personal product advice you should consult an appropriately licensed authorised financial adviser.

AFSL Details

Merit Wealth Pty Ltd
ABN 89 125 557 002
Australian Financial Services Licence Number 409361
GPO Box 4463, Sydney NSW 2001
Level 15, 115 Pitt St Sydney NSW 2000
Phone 1300 785 611
Email contact@meritwealth.com.au

www.meritwealth.com.au | Privacy Statement | Privacy Collection Statement | Complaints Process 

Our Details

Francis A Jones Pty Ltd
ABN 87 009 068 967
PO Box 39 Fremantle WA 6160
Phone 08 9335 5211
Email email@faj.com.au

  • Brigette Liddelow (ASIC No 1243595) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361) – view FSG
  • Adrian Wardlaw (ASIC No 1243597) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361) – view FSG