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
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.