|
|
|
|
| | Advisorlink Financial Services | |
Representative:
| Jim Martin | |
Industry:
| Financial Planner | |
Phone:
| 07 5451 1245 | |
Mobile:
| 0415 658 404 | |
eMail:
| jim@advisorlink.com.au | |
Bio:
| AdvisorLink Financial Services Pty Ltd is a private financial services company whose advisers are operating as Authorised Representatives of SECURITOR Financial Group Limited (a member of the St George Bank Wealth Solutions division).
"Our financial services are designed to enhance the skills, knowledge and understanding of our clients in their wealth accumulation, superannuation needs, insurance and retirement planning. We pride ourselves in giving timely, professional and appropriate advice to all our clients.”
What sets AdvisorLink Financial Services apart from the rest?
Our Financial Planners use extensive experience to tailor advice to your specific financial and lifestyle needs. We take our professional responsibilities seriously and operate ethically with technical competence, honesty and integrity. We subscribe to the ethical requirements of the relevant professional bodies, including CPA Australia and FPA (Financial Planning Association), and support the development of their self regulating disciplines. We want you to have the peace of mind that we have your investments and financial well-being as our top priority.
Fee for service
We are strong believers in the ‘fee for service’ principle. Those clients who engage our services receive a full disclosure of all related fees and benefits in the advice documents issued to them and there are no surprises! We have an expectation of ourselves to provide you with a service that we are remunerated for – and we document the agreed services.
|
|
Back to Members
|
|