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Culture & Values

Our culture incorporates our eight guiding principles, values, and commitment to continuous improvement in everything we do.

PRINCIPLE 1: Client First

We place the client’s interests first

We have no room for those who place personal gain or advantage before the client’s interests.

PRINCIPLE 2: Integrity

We provide professional services with integrity

We act with honesty and candour in all professional matters, and observe both the letter and spirit of the law.

PRINCIPLE 3: Objectivity

We provide professional services objectively

We work with intellectual honesty and impartiality, exercising sound professional judgement.

PRINCIPLE 4: Fairness

We are fair and reasonable in all professional relationships

We treat clients as we would wish to be treated, disclosing material conflicts of interest and managing our personal views in order to achieve a proper balance of interests that ensures clients get what they should expect from a professional relationship.

PRINCIPLE 5: Professionalism

We act in a manner that demonstrates exemplary professional conduct

We show respect and courtesy to clients, fellow professionals, and others. By consistently upholding high professional standards, we seek to enhance and maintain the profession’s public image and its ability to serve public interest.

PRINCIPLE 6: Competence

We maintain the abilities, skills and knowledge necessary to provide professional services competently

We are committed to continued learning and professional improvement. We recognise our limitations and commit to consult with, or refer clients to, other professionals accordingly.

PRINCIPLE 7: Confidentiality

We protect the confidentiality of all client information

We seek a relationship of trust and confidence with our clients, built on the understanding that the client’s information will be protected and maintained and not disclosed inappropriately.

PRINCIPLE 8: Diligence

We provide professional services diligently

We fulfill our professional commitments in a timely and thorough manner, and take due care in planning, supervising and delivering professional services in accordance with our professional expectations.

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© Lightbulb Wealth Management 2025

Lightbulb Wealth Management Pty Ltd is a corporate authorised representative of Lightbulb Financial Management Pty Ltd (AFSL 542662 ABN 97 661 785 235).

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