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Financial Services Guide

Before you get advice, you’re entitled to know who we are, what we do and how we’re paid. Our FSG sets it all out.

What is an FSG?

A Financial Services Guide is a document every Australian financial adviser must give you before providing advice. It helps you decide whether to use our services.

What it covers

  • Who we are, and who is responsible for the advice: Authorised Representative of Insight Investment Services Pty Ltd AFSL 309996.
  • The services and financial products we can advise on.
  • How we’re paid, including any commissions, and how our fees work. See How we’re paid.
  • Any relationships or associations that could influence our advice.
  • How we protect your personal information.
  • What to do if you have a complaint, including the free, independent Australian Financial Complaints Authority (AFCA). See Complaints.

Download the FSG

Version date: [PLACEHOLDER: FSG version date]

[PLACEHOLDER: FSG PDF link]

Not sure where to start?

A 15-minute call, by phone or video, is the easiest first step. We’ll listen, answer your questions and tell you honestly whether we can help. The first meeting can be in person at our Subiaco office, or by phone or video.

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