Statement of Advice
v
Statement of Advice
As at 14 February 2013
Prepared for
Dr Navigate Print
What is this document about?
This statement of advice documents your current financial circumstances; our recommendations for the future and contains information to help you to make a decision on whether to proceed with our advice. Where information relevant to our advice has been provided to you before, or separately with this statement of advice, we will make specific reference to it in the relevant section.
Provided by
Tianji Jiang
Financial planner of Flinders Financial Group Pty Ltd
88 888 888 888
Authorised representatives of Flinders Financial Planning Pty Limited.
14 Feb 2013
Dr Navigate Print
DX 888,
Sydney NSW 2000
Dear Navigate,
I am pleased to enclose your Statement of Advice that has been designed specifically for your superannuation planning, debt management, risk protection goals and balance your current and future financial objectives with your financial risk profile.
Please read the Statement of Advice thoroughly, giving careful consideration to the advice in your risk profile and the recommended actions. If you have any queries, or believe that relevant information may have been overlooked or misinterpreted, please contact me before proceeding.
The advice has been compiled based on information detailed in your Financial Fact Finder, a copy of which is available on request. The recommendations in this Statement of Advice are based on current information and should only be considered to be current for one month. After that time you should not act on any of the recommendations without further reference to us.
I would be pleased to assist you implement this advice, including the completion and lodgement of relevant application forms and associated documentation.
Thank you for the opportunity to be of service to you.
Yours sincerely,
Tianji
Statement of Advice
As at 14 February 2013
Prepared for
Dr Navigate Print
What is this document about?
This statement of advice documents your current financial circumstances; our recommendations for the future and contains information to help you to make a decision on whether to proceed with our advice. Where information relevant to our advice has been provided to you before, or separately with this statement of advice, we will make specific reference to it in the relevant section.
Provided by
Tianji Jiang
Financial planner of Flinders Financial Group Pty Ltd
88 888 888 888
Authorised representatives of Flinders Financial Planning Pty Limited.
14 Feb 2013
Dr Navigate Print
DX 888,
Sydney NSW 2000
Dear Navigate,
I am pleased to enclose your Statement of Advice that has been designed specifically for your superannuation planning, debt management, risk protection goals and balance your current and future financial objectives with your financial risk profile.
Please read the Statement of Advice thoroughly, giving careful consideration to the advice in your risk profile and the recommended actions. If you have any queries, or believe that relevant information may have been overlooked or misinterpreted, please contact me before proceeding.
The advice has been compiled based on information detailed in your Financial Fact Finder, a copy of which is available on request. The recommendations in this Statement of Advice are based on current information and should only be considered to be current for one month. After that time you should not act on any of the recommendations without further reference to us.
I would be pleased to assist you implement this advice, including the completion and lodgement of relevant application forms and associated documentation.
Thank you for the opportunity to be of service to you.
Yours sincerely,
Tianji