If you have changed any of your account numbers, user logins, passwords etc, you must update them
GENERAL ADVICE NOTICE
We are required to provide you with the details of your choice to consolidate into a fund that you have nominated and to clearly articulate the position that we provide as the administrator and adviser of your superannuation.
Under the new future of financial advice (FOFA) provisions we as a financial services licence holder are obligated to provide advice to you if you request it. For that advice we charge a fee for the service that we deliver. If you engage us to provide advice then we have to act in your best interest and make a recommendation based on our knowledge and research of the market.
If you choose not to engage us to provide advice and you simply want us to transact on your instructions then this is regarded as general advice and we are not permitted to give advice or recommendations. We are simply obligated to follow your instructions and manage the administration process to achieve the efficient outcome that you desire.
Because we are experts at making sure your instructions are carried out and we interact with the superannuation funds on your behalf we need to have you sign the following appointment form to act on your behalf.
Because you are nominating Financial Choice Pty Ltd AFSL 413567 as your licensee and adviser we are entitled to receive the ongoing fee that is built into the cost of the product and is sometimes referred to as ongoing commission. This is either retained by the Superannuation fund manager or paid to an administrator of your account to provide access to general advice from time to time. If you want to use our services to check on your account or provide general advice you can do so for free.
Financial Choice has been advising clients for over 20 years on the best products and strategies to provide security for themselves and their family . Technology has now enabled investors to take control of their finances and investments and Financial Choice have become the leader in creating investment platforms and budgeting tools for consumers. They can do this with or without the assistance of a qualified adviser. The great disruptor to banks and insurance companies has now arrived. Financial Choice can make it cheaper and quicker to budget, track and grow your money all in the one place.