This page is maintained by FI Advice Pty Ltd as a draft guide for clients. Please review and replace with your approved version before publishing.
About FI Advice
FI Advice Pty Ltd (ABN 23 694 437 655) is a Corporate Authorised Representative of PFP Financial Services Pty Ltd (ABN 45 653 557 405, AFSL 535484). We provide personal financial product advice to retail clients on matters including investment, superannuation, retirement, insurance, and cash flow management.
The advice and services we offer
We offer personal financial product advice tailored to your objectives, circumstances, and needs. This may include advice on superannuation, retirement planning, investment strategies, personal insurance, cash flow, and estate planning.
Before any personal advice is provided, we will ask you about your relevant personal circumstances, outline the scope of advice, and give you a Statement of Advice (SoA) for your consideration.
Fees and charges
We charge fees for the preparation and implementation of advice. Fees may be fixed, percentage-based, or ongoing, depending on the service. All fees are disclosed in your Statement of Advice and agreed in writing before any work is undertaken. You may also pay fees to product providers, and these are disclosed in the relevant Product Disclosure Statement (PDS).
Conflicts of interest
We manage conflicts of interest through our internal policies and disclosure requirements. Any material associations, relationships, or interests that could influence the advice we give will be disclosed in your Statement of Advice.
Complaints and feedback
If you have a complaint or concern about our service, please contact us as soon as possible. We will acknowledge your complaint promptly and work to resolve it within the timeframes required by law.
- Email: info@fiadvice.com.au
- Licensee: PFP Financial Services Pty Ltd
If you are not satisfied with our response, you may be able to refer the matter to the Australian Financial Complaints Authority (AFCA) at afca.org.au.
Privacy
We handle your personal information in accordance with our Privacy Policy. You can request a copy at any time.
Contact us
For more information or to request a copy of this guide, please contact us at info@fiadvice.com.au.