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
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.
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