Statement of Advice Template

[Letterhead: ensure that your letterhead implicates the name and contact details of the licensee and its Australian fiscal services licence number. Where the licensee is a body corporate spot its ACN or ABN.] [Insert date] [Insert clients name] [Insert clients address] natural rubber [insert clients name], re: Annual Statement of Advice [Insert your theatrical role 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 endorse the adjacent advice. We refer to our discussion on [insert date] involving your current objectives, monetary home and needs and confirm our advice to you as follows. We provide the pursual advice based on a standard annual review of your objectives, pecuniary 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 determine us about any changes to these.

Scope of advice Please discover that, under the financial services licensing regime, we are only place to provide financial product advice and to deal in simile 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 planne r, we refer you to [insert name and contact ! details of financial planner]. [If exploitation the first or second opening paragraph, allow this paragraph:] On this occasion you have only regard advice about the following matters: [insert information next to bullet points]. [If exploitation the third opening paragraph, include this paragraph:] Our review is assume to the following matters: [insert matters which you have...If you want to get a full essay, grade it on our website: OrderCustomPaper.com

If you want to get a full essay, visit our page: write my paper