We are required to provide a 'Financial Services Guide' to all our clients, we recommend that you read this guide before making an appointment.

The Financial Services Guide covers the following:

  • What services and products your financial adviser can provide advice on;
  • Fees for service and how these are distributed;
  • How your financial adviser is remunerated;
  • Relationship details with financial institutions and referrers; and
  • How we handle customer complaints.

 

Please find our 'Financial Services Guide' (to be read in conjunction with Adviser Profile) - Download PDF

Please find our 'Adviser Profile' - Download PDF

Please find our 'Privacy Policy' - Download PDF

 

If you have further questions or require clarification within the Financial Services Guide or the Adviser Profile please contact our office on (02) 69 213 682.

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