Financial services guide

A guide to our relationship with you and others.

The financial services offered in this guide are offered by:
Wise Owl Accountants

The financial services that Wise Owl Accountants offers are provided by:
Tony Con Chartres
ABN: 79 475 813 221
Licence: AFSL305517
Street Address: 1/2 Castella Street LILYDALE VIC 3140
Postal Address: P.O.Box 163 LILYDALE VIC 3140
Phone: 03 9735 0077

Business name of Chartres Financial Planning is used this Financial Services Guide contains important information about;

  • the financial services that we offer you o what kind of financial products we can offer you
  • what financial services we cannot offer you
  • how we and our associates are paid
  • any potential conflict of interest we may have
  • our internal and external dispute resolution procedures and how you can access them

When we give you financial advice, it will be in a written document called a Statement of Advice - we take into account your current financial situation and future needs.

In the Statement of Advice we will tell you about;

  • our advice and the reasons for it
  • our fees and Brokerage
  • any associations we have with Financial Product Issuers
  • any associations with other parties which may have influenced the advice we give you
  • a warning about the advice for the purpose of you deciding to act
Download our Current Version of Financial Services Guide (PDF 184KB)

If we recommend to you a particular financial product, we will give you information about the particular financial product in a document called a Product Disclosure Statement - to help you make an informed decision about the financial product.

>>> Back to Financial Planning Main Page

© 2018 Wise Owl Accountants | Contact Us
Privacy Policy | General Advice Warning | Terms of use | Disaster Recover/Business Plan | Disclaimer