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Financial Services Guide (FSG)
This FSG is a guide containing important information about our relationships and associations and is intended to
assist you in your decision whether to use any of our services.
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Good advice for peace of mind
A booklet which includes case studies to show the value of professional advice. It is designed to assist in finding a financial planner, preparing you for the first meeting and getting the most out of it.
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Money well spent
A brochure that sets out key factors in identifying and using a financial adviser, including the role of an adviser, when advice is needed, and tips on how to tell if you're getting good advice.
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Getting advice
A booklet which includes sections on essential facts about financial advice, choosing an adviser, working with an adviser, assessing whether advice meets your needs, and how advice is carried out.
An ASIC publication prepared with the FPA.
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Smarter super – make the most of your retirement
A booklet which introduces the basics of super, types of funds, outlines technical aspects and provides useful tips.
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