Statement of Advice Template

[Letterhead: ensure that your letterhead implicates the name and contact details of the licensee and its Australian pecuniary services licence number. Where the licensee is a body corporate realise its ACN or ABN.] [Insert date] [Insert clients name] [Insert clients address] unhurt [insert clients name], re: Annual Statement of Advice [Insert your scatter number, if applicable] [Choose one opening paragraph:] We refer to our discussion on [insert date] involving your current objectives, pecuniary piazza and needs and now set up the adjacent advice. We refer to our discussion on [insert date] involving your current objectives, fiscal location and needs and confirm our advice to you as follows. We provide the by-line advice based on a standard annual review article of your objectives, financial situation and needs. The advice is based on our understanding of these objectives, situation and needs when you last provided us with information about them on [in sert date] by [insert method e.g. telephone]. Please differentiation that it is your responsibility to recite us about any changes to these.

Scope of advice Please lineage that, under the financial services licensing regime, we are only endue to provide financial product advice and to deal in parable to [delete as appropriate, according to licence authorisations:] superannuation, securities and managed investment schemes. For a brimful consideration of your objectives, financial situation and needs, we suggest that you see your financial planner. If you do not already have a favored financial planner, we refer you to [insert name and contact detai! ls of financial planner]. [If exploitation the first or second opening paragraph, hold this paragraph:] On this occasion you have only ask advice about the following matters: [insert information next to bullet points]. [If victimisation the third opening paragraph, include this paragraph:] Our review is go for to the following matters: [insert matters which you have...If you want to get a full essay, sic it on our website: OrderCustomPaper.com

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