Financial Services Guides

There is a good deal of information that you will need to know when dealing with a financial advisor. Under Australian law you must be provided with an "Financial Services Guide" (FSG) which sets out certain prescribed information.

The intent of this legislation is to enable a person to quickly ascertain a few basic facts about the advisor that they are dealing with. It will include details of areas that the adviser is authorised to provide advice in, which products and services they can offer, details on fees and charges as well as information on how any future complaint would be dealt with.

Click here to view a copy of our Financial Services Guide.

To view a copy of our Advisers Profiles simply click on the name of the relevant advisor below:

John Claessen Adviser Profile

Kerry Franklin Adviser Profile

Michael O'Hara Adviser Profile

Simon Tomkinson Adviser Profile