Once we have gathered all of the information from you at our initial appointment, we will analysis the information and research several options to provide you with a suitable recommendation within a Statement of Advice.
The Statement of Advice will:
- outline our discussions
- include your current position
- show your needs, goals and objectives
- provide a recommendation on the most appropriate cover and product to meet your personal needs, goals and objectives
- the basis of this recommendation
- Information about fees and commissions
- the review process
If any of the information contained in the Statement of Advice changes between reviews, we would recommend you contact your adviser to arrange a time for a review to ensure your cover is appropriate for you at that time.
To make an appointment with an adviser please contact us directly on (07) 3170 3707 or email us by clicking here.
146 Bloomfield Street, Cleveland
PO Box 1319, Cleveland QLD 4163 4163
Phone: 07 3170 3707
ABN: 16 074 508 071
Monday-Friday: 8:30am to 5pm
Coopers N’Cents Financial Services ABN 16 074 508 071 trading as
HFB Wilsons Pty Ltd – ABN 63 616 059 324 as a Corporate Authorised Representative
No 253397 of Clearview Financial Advice Pty Ltd
AFSL No: 331367 ABN: 89 133 593 012 Website: www.clearview.com.au