Who is your Adviser? Your adviser is an Authorised Representative of Synchron. Details of your adviser and the charging methodology are contained in the attached Adviser Profile. Who is responsible for the advice given to you? Synchron is responsible for the financial services provided to you. What financial services are offered? Synchron is the holder of an Australian Financial Services (AFS) Licence which allows us to provide financial product advice and deal in the following financial products: Ü Deposit Products Ü Non Basic Deposit Products Ü Government debentures, stocks or bonds Ü Life insurance investment products Ü Life insurance risk products Ü Managed Investments including Investor Directed Portfolio Services Ü Managed Discretionary Accounts Ü Retirement Saving Accounts Ü Securities Ü Standard Margin lending facilities Ü Superannuation The Adviser Profile page outlines the financial services that your adviser is authorised to provide on behalf of Synchron. Your adviser is also not able to provide advice on products that are not on Synchron’s Approved Product List or have not otherwise been approved by Synchron.
What information do we maintain in your file and can you examine your file?
Our Authorised Representative will maintain a record of your personal profile, which includes details of your objectives, financial situation, needs, copies of recommendations made to you and any products acquired by you. If you wish to examine your file, we ask that you make a request in writing and allow up to fourteen (14) working days for the information to be forwarded. You may be charged a fee to cover the cost of verifying the application and locating, retrieving and copying any material requested. If the information sought is extensive, you will be advised of the likely cost in advance and we can help to refine your request if required.
Your Questions – Our Answers Who will be providing the financial services to me? Claudia Rigoni-Brazzale and Aged Care Specialists Vic Pty Ltd atf The Aged Care Specialists Vic Unit Trust are Authorised Representative Nos 267008 and 466402 (respectively) acting under authority from Synchron.
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1300 001 225
1 Linton Street, Ivanhoe VIC 3079