What will you receive?

Fifteen Hundred Financial Strategists in Sydney can help you with the financial planning process.

During the financial planning process we will give you:

  • A Financial Services Guide, which outlines who we are, what we can advise on and how we are paid.
  • A written Statement of Advice that outlines the relevant information that you have provided, the advice you have been given and why it is suitable for you (along with how we get paid and any other benefits we may receive).
  • A Product Disclosure Statement – if we recommend a financial product. The Product Disclosure Statement gives you information about the product features, fees that apply, any adviser commission, benefits and risks of investing and what to do if you have a complaint.

Remember, it’s important to keep these documents in case you need them in the future.

For more information about what you will receive during the financial planning process phone Fifteen Hundred Financial Strategists in Sydney on 02 9299 1500.

Let's Chat

    Your privacy is important to us and AMP Financial Planning which is part of AMP. You may request access to your personal information at any time by calling us or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

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