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Download Financial Services Guide.pdf

Financial-Services-Guide-Adviser-Profile_MAS.pdf
Preview of Download Financial Services Guide
🔗 Source: allanhall.com.au
📊 Size: 118 KB
👤 Author: Anna cotter
⬇️ Downloads: 361

Summary

Allan Hall Business Advisors Pty Ltd (AHBA) provides financial services as a corporate authorised representative of Allan Hall SMSF Advisory Pty Ltd, with Australian Financial Services Licence No. 485203. This Financial Services Guide (FSG) outlines the services offered, remuneration, and complaint handling procedures. AHBA provides advice on superannuation, SMSFs, existing super funds, life insurance, basic deposit products, securities, and managed investment schemes. The company acts for clients, not product issuers or financial institutions, and does not hold client funds. Remuneration includes initial advice fees, ongoing advice fees, and other fees, which are disclosed in the Statement of Advice document. AHBA has associations with issuers of financial products and has a complaints handling process in place, with the option to escalate complaints to the Financial Ombudsman Service. The company also has a privacy policy to maintain client confidentiality and security.

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Description

Allan Hall Business Advisors Pty Ltd (AHBA) provides financial services as a corporate authorised representative of Allan Hall SMSF Advisory Pty Ltd, with...

Technical Information

  • File Format: PDF
  • File Size: 118 KB
  • Pages: 5
  • Language: EN
  • Author: Anna cotter
  • Total Downloads: 361
  • Last Updated: 1 week ago

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This PDF document about Download Financial Services Guide provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Download Financial Services Guide.

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