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Get the free FINANCIAL SERVICES GUIDE - pecunia.com.au

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FINANCIAL SERVICES GUIDE Our guide to assisting you with your financial needsVersion 1.4 I 5th October 2021Adviser: Michael Carlton Phone: 1300 112 676 Direct: (02) 6583 7446 Address: Suite 4, 106
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Any individual or entity seeking financial services or advice should refer to the financial services guide. This includes individuals looking for investment advice, insurance services, banking services, financial planning, or any other type of financial service. The guide is designed to provide important information about the financial institution or service provider, their services, fees, and other relevant details. It helps individuals make informed decisions and understand the potential risks involved in utilizing financial services.
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A financial services guide (FSG) is a document that provides clients with information about the financial services offered by a business, including details about fees, commissions, and the advisor's qualifications.
Any financial service provider offering advice or services must file a financial services guide, ensuring transparency and compliance with regulatory standards.
To fill out a financial services guide, include your business details, outline the services provided, disclose fees and commissions, and explain client rights and complaints procedures.
The purpose of a financial services guide is to educate clients about the protections available to them, the services offered, and any potential conflicts of interest, promoting informed decision-making.
The financial services guide must report information such as the nature of the services, fees and charges, any benefits received, the advisor's qualifications, and details on complaints handling.
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