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.


Are you seeking advice?

Then download our FSG and learn why we are a trusted source for financial advice.


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