Our Financial Services Guide

Financial Services & Credit Guide

Before we provide any financial services, it’s important that you have all the information you need to make decisions with clarity and confidence.

Our Financial Services & Credit Guide (FSCG) is designed to support your decision-making by explaining who we are, the services we offer, how we are compensated, and how we handle any concerns that may arise. It’s structured to give you a clear understanding of what to expect and how we’ll work together.

We encourage you to read it carefully to help determine whether our financial products and services are right for you.

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Adviser Profile

Our FSCG must be read together with the separate Adviser Profile, which includes key details about our advisers such as their authorised representative number, qualifications, experience, areas of authorisation, how they are paid, and any fees you may be charged.

To download the an adviser’s profile please click on the link below.

Portrait photo of Yue

Yue Leng

Adviser ProfileMore About Yue
Portrait photo of Frank

Frank MacDonagh

Adviser ProfileMore About Frank
Portrait photo of Travis

Travis Hinchy

Adviser ProfileMore About Travis
Portrait photo of Richard

Richard Marsden

Adviser ProfileMore About Richard
Portrait photo of Yue

Rick Body

Adviser ProfileMore About Rick
Portrait photo of Graham

Graham Pascoe

Adviser ProfileMore About Graham

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