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Primary Disclosure Statements

As Authorised Financial Advisers (AFAs) we must, when providing financial adviser services:
  • act with care, diligence and skill
  • not engage in misleading or deceptive conduct
  • ensure that advertisements are not misleading, deceptive or confusing
  • comply with disclosure obligations when providing personalised services to retail clients
  • comply with the obligations set out in the Code of Professional Conduct for AFA

Indvidual Primary Disclosure Statements relating to the Authorised Financial Advisers associated with this Website are fully available to viewed on this web page and hard copies are available on request and are free of charge.
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