Statement of Advice
Click here to load reader
-
Upload
andrew-obrien -
Category
Economy & Finance
-
view
50 -
download
0
Transcript of Statement of Advice
STATEMENT OF ADVICE
Prepared For Mr John and Mrs Julie Smith
Presented on 20/05/2016
Prepared By
Mr Andrew O’Brien
Mr Andrew O’Brien and Hindsight Group Pty Ltd trading as Hindsight Wealth are Authorised Representatives of Synchron Australian Financial Services Licensee No. 243313
Important Notice This is an important document and should be read in full. The advice is based on information that we have obtained
about you. Pease ensure that the information is accurate and complete.
If there are any errors or misinterpretations about your personal circumstances, financial situation, objectives or needs, this advice may be inaccurate or inappropriate. You will therefore need to assess whether it is appropriate,
in the light of your own individual circumstances, to act upon this advice.
Please be sure to ask if you have any queries about the content of this document.