This Financial Services Guide (FSG) is an important document. It is issued by Fidante Partners Limited (ABN 94 002 835 592, AFSL 234668) and Fidante Partners Services Limited (ABN 44 119 605 373, AFSL 320505) and is designed to help you decide whether to use the financial services offered by us.
What is the purpose of this Financial Services Guide (FSG)?
We are required to give you an FSG if we provide certain financial services to you and you are a retail client. This FSG contains important information about:
- who we are;
- the financial services we offer;
- the financial products to which those services relate;
- how we and others are paid in connection with those services;
- your privacy;
- how we deal with complaints; and
- how we can be contacted.
This FSG is not intended for ‘wholesale clients’ as defined by the Corporations Act 2001. References to ‘you’ and ‘your’ refer to potential investors who are classified as ‘retail clients’ under the Corporations Act and not ‘wholesale clients’.