What can you advise on?
Deposit and Payment Products limited to:
- Basic deposit products
- Deposit products other than basic deposit products
Life products including:
- Investment life insurance products
- Life risk insurance products
Interests in managed investment schemes including:
- Investor directed portfolio services
- Retirement savings accounts ("RSA") products
Securities
Superannuation including:
- Investments within super, rollovers and super related recommendations
Strategic advice including:
- Estate planning
- Debt management
- Centrelink Advice
Excluded:
Gearing
Margin lending
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