As a Financial Planner Company we are required to produce a company and individual 'Financial Services and Credit Guide'. We recommend that you read this guide before making an appointment.
The Financial Services and Credit Guide covers the following:
- What services and products on which the financial planner can provide advice
- Fees and charges and how these are distributed
- How your financial planner is remunerated
- Any relationship details with financial institutions
- How we handle customer complaints
Please find our Financial Services and Credit Guides below:
If you have further questions or require clarification on any areas within the guides please contact us on 02 4229 8533 and ask to speak to one of our financial planners.