Website Disclosure Information

AT Business Advisors, Gregory Thomas Adams
Date: 23 October 2026
Version: 4.2

This Website Disclosure Information is provided by:

  • AT Business Advisors ABN 84 676 726 453 (Authorised Representative No. 1317604); and

  • Gregory Thomas Adams (Authorised Representative No. 1250305);

(together, “we” or “us”).

We are authorised representatives of Adams Triglone Pty Limited ABN 65 162 161 668 (AFSL No. 487370) (“Licensee”).

The distribution of this Website Disclosure Information is authorised by the Licensee.

Purpose of the Website Disclosure Information

This Website Disclosure Information sets out key information about the financial services we may provide to you. It also sets out information about your rights with respect to the financial services we provide.

We strongly recommend that you read and understand this Website Disclosure Information before you engage us to provide you with any financial services. If you have any questions, please contact us.

Financial services we are authorised to provide

The Licensee has authorised us to provide the following financial services:

  • provide financial product advice on self-managed superannuation funds (“SMSF”).

  • provide financial product advice on your existing superannuation products, but only to the extent required for:

    • making a recommendation that you establish a SMSF; or

    • providing advice to you on contributions or pensions under a superannuation product.

  • deal (issue, acquire, dispose) or arrange to deal in a SMSF.

  • provide class of product advice with respect to:

    • superannuation products;

    • general insurance products;

    • securities;

    • simple managed investment schemes;

    • life risk insurance products; and

    • basic deposit products.

Class of product advice allows us to consider your personal circumstances in determining the appropriate class of financial product that is suitable to you. However it does not allow us to recommend any particular financial product.

AT Business Advisors (authorised representative No. 1317604) is the business name of AT Business Advisors Pty Limited and an authorised representative of the Licensee Adams Triglone Pty Limited (ABN 65 162 161 668). Any personal advice will be provided by AT Business Advisors and its adviser Gregory Thomas Adams (who is sub-authorised by AT Business Advisors to provide advice on behalf of the Licensee). More details about them, including the personal advice they are authorised to provide, is included in the Adviser Profile section.

How can you provide us with instructions?

You can give us instructions by phone, email or any other means that we agree with you from time to time. Please see our engagement letter for further information on this.

Who does the Licensee act for?

As authorised representatives, we provide financial services on behalf of the Licensee. In providing those financial services, the Licensee acts on its own behalf. The Licensee is independent and is not aligned with any product issuer or re-seller.

Fees and charges

Initial

AT Business Advisors will charge you a fee for the financial services we provide to you. That fee may either be a fixed fee or based on the amount of hours it takes us to prepare and provide you with the financial services. These fees will be included in the statement of advice (“SOA”) which will be provided to you.

We do not receive any commissions from product issuers or re-sellers.

Ongoing

If you enter into any ongoing service arrangement with us, AT Business Advisors will charge you a yearly fee. This will be disclosed in any SOA or record of advice (“ROA”) we provide.

Accounting

AT Business Advisors may charge you additional fees, which arise as a result of the implementation of any advice we provide you. For example, audit or compliance fees in relation to the SMSF that is established. These fees are not related to the financial services we provide you, and will be set out in the engagement letter you enter into with AT Business Advisors.

Please contact us if you require any further information about how we are remunerated.

Documents you may receive

If we provide you with financial advice, we will provide that advice to you in a SOA. The SOA will contain our advice, the basis upon which we provide the advice and specific information about the remuneration we receive.

In some circumstances, we may also record our advice through preparing a ROA instead of providing you with a SOA. If you have not been provided with the ROA, you may request a copy of it free of charge at any time within 7 years after the advice was provided to you, by contacting us.

If we provide you with advice to establish a SMSF or commence a pension or arrange for those services to be provided to you, we will ensure that you are provided with a product disclosure statement (“PDS”) unless we are satisfied that you have already received or have access to all of the information that would have been contained in the PDS. The PDS is issued by the SMSF trustee and is designed to provide you with information to make an informed decision about whether to acquire an interest in the SMSF. The PDS will include details about the significant risks and benefits, costs, charges and other significant characteristics or features of the SMSF.

If you enter into an ongoing arrangement with us, you will receive a fee disclosure statement each year and a renewal notice every two years.

Associations

We are required to disclose any associations or relationships between us, our related entities, the Licensee and product issuers that could reasonably be capable of influencing the financial services we provide to you. No such associations or relationships exist.

Complaints

We are committed to resolving any concerns quickly and fairly, and our complaints process is free of charge. You can make a complaint in person, by phone on (02) 8848 3000, by email to hello@atbusinessadvisors.com.au, or by writing to PO Box 6106, Norwest NSW 2153.

We will acknowledge your complaint straight away, or within one business day, and aim to resolve it within 5 business days. If we cannot, we will give you a final written response within 30 calendar days. If the complaint is particularly complex or the delay is outside our control, we will write to you explaining the reasons for the delay.

If you are not satisfied with our response, or your complaint has not been resolved within 30 days, you can refer it to the Australian Financial Complaints Authority (AFCA):

Telephone: 1800 931 678
Email: info@afca.org.au
Website: www.afca.org.au
Mail: GPO Box 3, Melbourne VIC 3001

Compensation arrangements

The Licensee holds professional indemnity insurance in respect of the financial services we provide. This professional indemnity insurance complies with the Corporations Act 2001 (Cth). The professional indemnity insurance covers all of the financial services we are authorised by the Licensee to provide to you.

Further Information

If you have any further queries about our financial services, please do not hesitate to contact us.

Adviser Profile

This adviser profile forms part of the Website Disclosure Information dated 23 October 2026.

About Greg Adams

A Chartered Accountant, Greg has helped clients create new taxation entities such as trusts and SMSFs, and has consulted with business owners about their superannuation compliance obligations.

Qualifications

  • Diploma of Financial Planning, KAPLAN Professional.

  • Bachelor of Business, Nepean College of Advanced Education

  • Tax Agent – Tax Practitioners Board

Memberships

  • Chartered Accountants Australia and New Zealand.

  • National Tax and Accountants Association Ltd.

Financial services Gregory Adams is authorised to provide

The Licensee has authorised Gregory Adams to provide the following financial services to wholesale and retail clients:

  • provide financial product advice on SMSFs;

  • provide financial product advice on a person’s existing superannuation products, but only to the extent required for:

    • making a recommendation that the person establish a SMSF; or

    • providing advice to the person on contributions or pensions under a superannuation product;

  • deal (issue, acquire, dispose) or arrange to deal in a SMSF;

  • provide class of product advice with respect to the following financial products:

    • superannuation products;

    • general insurance products;

    • life risk insurance products;

    • simple managed investment schemes;

    • securities; and

    • basic deposit products

Contact Us

AT Business Advisors
Suite 103, 2-8 Brookhollow Ave, Norwest Business Park, Norwest NSW 2153, Australia
Phone: +61 2 8848 3000
Email: hello@atbusinessadvisors.com.au

Greg Adams
Suite 103, 2-8 Brookhollow Ave, Norwest Business Park, Norwest NSW 2153, Australia
Phone: +61 2 8848 3000
Email: greg@atbusinessadvisors.com.au