Statement of Advice Template

[Letterhead: ensure that your letterhead implicates the name and contact details of the licensee and its Australian pecuniary services licence number. Where the licensee is a body corporate make out its ACN or ABN.] [Insert date] [Insert clients name] [Insert clients address] golosh [insert clients name], re: Annual Statement of Advice [Insert your leave-taking 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 concentrate the adjacent advice. We refer to our discussion on [insert date] involving your current objectives, monetary office staff and needs and confirm our advice to you as follows. We provide the pursual advice based on a standard annual revue of your objectives, fiscal 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 hold us about any changes to these. Scope of advice Please tick off that, under the financial services licensing regime, we are only clothe to provide financial product advice and to deal in parable to [delete as appropriate, according to licence authorisations:] superannuation, securities and managed investment schemes. For a full consideration of your objectives, financial situation and needs, we suggest that you see your financial planner. If you do not already have a upgrade financial planner, we refer you to [insert name and contact details of financial planner]. [If exploitation the first or second opening paragraph, entangle this paragraph:] On this occasion you have only hope advice about the following matters: [insert information next to bullet points]. [If employ the third opening paragraph, include this paragraph:] Our review is shoot to the f ollowing matters: [insert matters which you! have...If you want to get a full essay, congeal it on our website: OrderCustomPaper.com

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