Our policies and documentation
Our policies and documents are available for you to download
Please feel free to download any policies or documenation that you require. If you cannot find what you need please contact us for more information
Financial Services and Credit Guide (FSCG)
Antipodes Global Fund
Bennelong Ex-20 Australian Equities Fund
Bentham Global Income Fund
DNR Capital Aust Equities High Conviction Fund
Epoch Global Equity Shareholder Yield Fund (Unhedged)
ESGI
Experts Choice Funds
FAIR
Fidelity Australian Equities Fund
Fidelity India Fund
GOLD
Hyperion Small Growth Companies Fund
IFP Global Franchise Fund
Ironbark Karara Aust Small Companies Fund
Lazard Global Listed Infrastructure Fund
Legg Mason Martin Currie Real Income Fund
Macquarie Intl Infrastructure Securities Fund (Unhedged)
Magellan Global Fund
Magellan Infrastructure Fund
Merlon Wholesale Aust Share Income Fund
MOAT
MVW
Payden Global Income Opportunities Fund
PIMCO Diversified Fixed Interest Fund
QUAL
Robeco Emerging Conservative Equity Fund
Schroder Fixed Income Fund
T.Rowe Price Global Equity Fund
USD
Vanguard Aust Property Securities Index Fund
Walter Scott Global Equiy Fund
Speak to an independent financial adviser today to plan for tomorrow
Get in touch and take the first step towards a more confident financial future for you and your family.
MELBOURNE OFFICE
Level 5, 160 Queen Street
Melbourne VICTORIA 3000
GPO Box 2990
Melbourne VIC 3001
03 9600 4111
HOBART OFFICE
Level 5, 45 Murray Street
Hobart TAS 7000
GPO Box 1009
Hobart TAS 7001
03 6234 2233
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
HOBART OFFICE
Level 5, 45 Murray Street
Hobart TAS 7000
GPO Box 1009
Hobart TAS 7001
03 6234 2233
MELBOURNE OFFICE
Level 5, 160 Queen Street
Melbourne VICTORIA 3000
GPO Box 2990
Melbourne VIC 3001
03 9600 4111