Statement of Advice Template

[Letterhead: ensure that your letterhead implicates the name and contact details of the licensee and its Australian monetary services licence number. Where the licensee is a body corporate screw its ACN or ABN.] [Insert date] [Insert clients name] [Insert clients address] respectable [insert clients name], re: Annual Statement of Advice [Insert your reference 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 stand up the adjacent advice. We refer to our discussion on [insert date] involving your current objectives, financial smirch and needs and confirm our advice to you as follows. We provide the avocation advice based on a standard annual inspection 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 [insert date] by [insert method e.g. telephone]. Please differentiation that it is your responsibility to vouch us about any changes to these.

Scope of advice Please mark that, under the financial services licensing regime, we are only clothe to provide financial product advice and to deal in fable 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 fortunate financial planner, we refer you to [insert name and contact det! ails of financial planner]. [If exploitation the first or second opening paragraph, allow in this paragraph:] On this occasion you have only loss advice about the following matters: [insert information next to bullet points]. [If victimization the third opening paragraph, include this paragraph:] Our review is represent to the following matters: [insert matters which you have...If you want to get a full essay, plant it on our website: OrderCustomPaper.com

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