Financial Services Guide

For each of our Authorised Representatives we are required to produce an individual 'Financial Services Guide'.

Please find following 'Financial Services Guide' for

David Willick (click here to download document)

We highly recommend that you read these guides before making an appointment as they include:

How the Authorised Representative is paid
Any relationship details with financial institutions
What products & services the adviser can offer
How we handle customer complaints

If you have further questions or require clarification on any areas within the guides please contact our office and ask to speak to a financial planner.