|
4. New Client Procedure
Firstly, please call or email to introduce yourself
(go to Contact Us for details).
Remember there is only a nominal charge for the first appointment,
and it is refundable if you become a client.
Secondly, there are industry standard forms that you
must complete to ensure that your individual financial circumstances
are understood completely. You can download them, complete
and mail to PO BOX 317 Double Bay NSW 1360 ahead of the meeting
if you prefer. These will usually be completed in the first
appointment.
Downloads:
- The Financial
Services Guide (FSG) is an Industry document that explains
who we are, our qualifications, remuneration, your rights
etc.
- The Data
Collection is an Industry procedure for providing us
with the data that will help in assessing which strategies
may or may not be relevant to your financial circumstances.
- Adviser
Profile
Thirdly and finally, once the initial Financial Plan
is complete, and discussed with you, you can decide whether
to authorise us to implement the plan for you.
Please see the Client Handbook
and the Financial
Activity Calendar for further details regarding review
schedules and content.
|
