Financial Services Guide
This Financial Services Guide, which includes the Representative Profile presented with it, is designed to clarify who we are and what we do, and help you decide whether to use our services.
It also contains information on how you can pay for our services and how we ensure your satisfaction with our advice.
In addition to this Financial Services Guide, when we provide you financial advice we will also present you with a written Statement of Advice (SOA).
This will describe the strategies, products and services we recommend and outline any fees or commissions we will receive and any associations we have with financial product providers or other parties that have not already been disclosed in this Financial Services.
If you receive further financial advice from us, we will present you with either another Statement of Advice or keep our own written Record of Advice (ROA). You can request a copy of this by contacting your adviser any time up to seven years from the date of the advice provided.
We will also provide you with a Product Disclosure Statement (PDS) or offer document for all financial products we recommend, where applicable,to help you make informed decisions.
Click here to view PDF