Financial services guide (FSG)

Our FSG provides details of who we are, our areas of advice and how we charge for our services.

Click on the link below to access a PDF version of our current FSG.

FSG Version 12 - 1 February

Licensee Details

We are licensed under Apogee Financial Planning Limited, who is a member of the NAB Group of companies which also affiliates us with MLC Limited.  We have chosen to be licensed under Apogee mainly for the stability, support and that extra level of confidence for clients that comes with the backing of a large firm. 

The affiliation with NAB and MLC provides us with another level for expertise and financial support that smaller licensees are unable to provide.  This support enables us to gain continuing education and we are able to benefit from the experience of many of our peers throughout the country, which in turn allows us to provide you with up to date advice.

Please read our FSG above for specific details regarding our Licensee.