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Financial Services Guidepost 2 (Adviser Profile) Daniel Hogan Date updated 23/12/2015PART 2 (Adviser Profile)SECTION 1Part 2 (Adviser Profile) contains the following sections:ABOUT YOUR ADVISER WHO
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Step 1: Start by gathering all necessary documents such as your personal identification details, financial information, and any existing investment or insurance policies.
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Step 2: Identify the financial services guide document provided by the relevant financial institution or advisor.
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Step 3: Read the financial services guide thoroughly, paying attention to important sections such as the introduction, scope of services, fees and charges, and complaints handling process.
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Step 4: Fill out any required personal information accurately and completely. This may include your name, contact details, and any specific financial goals or requirements.
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Step 5: Provide details about your current financial situation including income, assets, debts, and expenses. Be honest and transparent to ensure the financial services provider can give you suitable recommendations.
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Step 9: Keep a copy of the filled-out financial services guide for your own records.
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Step 10: Submit the filled-out financial services guide to the appropriate financial institution or advisor as instructed.

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A financial services guide is a document that provides key information about a financial service provider and their services to clients.
Financial service providers are required to file a financial services guide to inform clients about their services and obligations.
A financial services guide can be filled out by including information about the provider's services, fees, and terms and conditions.
The purpose of a financial services guide is to provide clients with important information about the services offered by a financial service provider.
A financial services guide must include information about the provider's services, fees, and how to make a complaint.
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