Advice

Australian Financial Services representatives are authorised to provide advice on a wide range of products and services. Australian Financial Services holds a dealer's licence issued by the Australian Securities and Investments Commission (ASIC). Our responsibility is to the client. As such, Australian Financial Services representatives act for the client and Australian Financial Services is responsible for the advice given. These days, clients want to be sure that the advice they receive is up to date and accurate. Whilst Australian Financial Services advisers have many years of practical experience, continuing education is a requirement of the group.

In addition, all products recommended are subject to detailed analysis before being placed on our approved product list. Investment products are examined for:

Past performance
Asset allocation
Expertise and philosophy of the management team

Insurance products are examined for:

Policy wording
Product benefit
Competitive cost structures