What can you advise on?

Deposit and Payment Products limited to:

  • Basic deposit products
  • Deposit products other than basic deposit products

Life products including:

  • Investment life insurance products
  • Life risk insurance products

Interests in managed investment schemes including:

  • Investor directed portfolio services
  • Retirement savings accounts ("RSA") products

Securities

Superannuation including:

  • Investments within super, rollovers and super related recommendations

Strategic advice including:

  • Estate planning
  • Debt management
  • Centrelink Advice

Excluded:

Gearing

Margin lending





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