PODCAST WITH EVALESCO

Important Client Documents

Our Associate Jenny Porter talks through the start of the financial advice process and the important documents you will come across as a client. They discuss our Risk Profile and Client Data Form and how they help our clients and advisers in the financial planning process.

Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before acting on any of the information included in this article you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Any references to past investment performance are not an indication of future investment returns. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product.

Prepared by Evalesco Financial Services Pty Ltd Corporate Authorised Representative No. 325313 ABN 23 962 645 633 of Australian Advice Network AFS Licence 472901 ABN 13 602 917 297

SHARE OUR PODCAST