A&A Financial Planning - Quality Advice Always

Financial Services Guide (FSG)

The FSG is intended to inform you of certain basic matters relating to our relationship, prior to us providing you with a financial service.

The matters covered by the FSG include, who we are, how we can be contacted, what services we are authorised to provide to you, how we (and any other relevant parties) are remunerated, details of any potential conflicts of interest, and details of our internal and external dispute resolution procedures, along with how you can access them.

:: Download Part 1 - Disclosure from Licensee (My Adviser Pty Ltd)

Details what services and products My Adviser (the Licensee) authorises your Financial Planner to provide, How My Adviser, your Financial Planner, and any other relevant parties are paid, Who to contact if you have a complaint about your Financial Planner or the services provided.

:: Download Part 2 - Disclosure from your Planner (Taran Aujla)

Details who your financial planner is (Taran Aujla), how can he be contacted, what fees and commissions are paid to your financial planner.

A&A Financial Planning provides quality Financial Planning services including Wealth accumulation and investment strategies, Personal and Business wealth protection and risk assessment, Superannuation and Self Managed Superannuation Fund, Retirement planning and Centrelink advice, Debt management, Succession and Estate planning, Tax minimisation, Advice for Expatriates, Corporate Superannuation advice, Salary packaging advice throughout Australia including Cabramatta, Casula, Chipping Norton, Denham Court, Hoxton Park, Preston, Glenfield, Green Valley, Ingleburn, Liverpool, Lurnea, Macquarie Links, Macquarie Fields, Minto, Moorebank, Mt Pritchard, Warwick Farm and other suburbs of Sydney, NSW

Accounting, Agribusiness, Australia, Authorised Representative, Bank, Budget, Business Expense Insurance, Buy Sell Agreement, Children Education and Saving Plan, Casula, Crisis Insurance, Debt Management, Enduring Power of Attorney, Estate Planning, Financial Adviser, Financial Planner, Financial Planning, High Interest, Home Loan, How much is enough, Income protection, Insurance, Investing, Key Man Insurance, Lawyer, Life Insurance, Liverpool, Loan, Medical, Mortgage, Managed Funds, Portfolio Management, Power of Attorney, Property, Real Estate, Redundancy, Refinance, Retirement Planning, Saving, Shares, SMSF, Solicitor, Superannuation, Sydney, Tax Minimisation, Tax Planning, Term Deposit, Term Life, Total and Permanent Disability, Trauma Insurance, Will