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.

Website design, development and content by The Web Hut

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

Website design, development and content by The Web Hut