Financial Services Guide
 

For each of our Authorised Representatives we are required to produce individual 'Financial Services Guide'.
Please find following 'Financial Services Guide' for:

Financial Services Guide for 'Robert Beutum'

Financial Services Guide for 'Charles Read'

We recommend that you read these guides before making an appointment as they include:

  • how the Authorised Representative is paid;
  • any relationship details with financial institutions;
  • what products & services the adviser can offer;
  • how we handle customer complaints.
If you have further questions or require clarification on any areas within the guides please contact our office and ask to speak to a financial planner.