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Financial services guide

Aim

  • To give your clients an understanding of who you are and how you operate

Include

  • An explanation of what an FSG is and what it includes
  • Your FSG as a PDF

Tips

It’s important if you do upload your FSG that you update it regularly.

Example

A Financial Services Guide, or FSG, provides information about [Our Business Name]. It is designed to help you decide whether or not to seek advice from a financial planner.

The purpose of an FSG is to give you key information about our business, licensee and the authorised representative who will give you financial advice.

You can view our FSG here.

Contact Company Name

Level 6, 483 Pitt Street, Sydney 2000

(02) 9977 1122

(02) 9977 5445

info@gpl.com.au

About Us

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Helping you to achieve financial independence and truly enable your freedom

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[Adviser Legal Name & ABN 12 123 456 789] are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451.

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