MEETING WITH YOUR FINANCIAL PLANNER

Helpful directions and information we anticipate you will need to provide at our first consultation:

Your domestic status, personal details, personal assets, superannuation assets, business assets, assets held in any other way, estate matters. Download the pdf for more information.

>> MEETING WITH YOUR FINANCIAL PLANNER pdf

FINANCIAL SERVICES GUIDE

This Financial Services Guide (FSG) is an important document that outlines the type of products and services that we are authorised to provide under Lonsdale’s Australian Financial Services (AFS) Licence.

The FSG is designed to assist you in deciding whether to use any of the services we provide.

The purpose of the FSG is to provide you with information prior to a financial service being provided about:

• Who we are and how we can be contacted
• What services and products we are authorised to provide
• How we, and any other relevant parties, are paid
• Who to contact should you have a complaint

>> FINANCIAL SERVICES GUIDE pdf

FAST FACTS

Use the form below to supply us with information to assist you.

>> FAST FACTS pdf