Our Financial Services Guide
A Financial Services Guide (FSG) is a crucial document that helps you make informed decisions about the financial services we offer.
Access our Adviser Profile and Financial Services Guide as a pdf.
Here’s what you can expect to find in your FSG:
Introduction
The FSG begins with an overview, explaining its purpose and how it can assist you in understanding the services provided.
Details of the Licensee
This section provides comprehensive information about our firm, including our license number and contact details, ensuring you know exactly who you are dealing with.
Advice and Products Offered
We outline the range of financial services and products we can provide, helping you understand the scope of our expertise and how we can assist you in achieving your financial goals.
Fees and Charges
Transparency is key. Here, we detail how our fees are calculated and charged, so you know exactly what to expect.
Complaints Handling
Your satisfaction is important to us. This section explains our procedures for handling complaints, including contact details for the relevant dispute resolution scheme.
Privacy Policy
We respect your privacy. This part of the FSG outlines how we collect, use, and store your personal information, ensuring your data is handled with care.
By providing this guide, we aim to offer transparency and build trust, helping you make well-informed decisions about your financial future. If you have any questions or need further details, please don’t hesitate to reach out to us. To make an appointment, please call us on (03) 9969 2230.
We look forward to seeing how we can work with you.
