FINANCIAL sERVICES gUIDE ("FSG")
Version 12 - 21 March 2022
Nextplan Financial Pty Ltd
ABN 24 167 151 420
Australian Financial Services Licence number 452996
Suite 208, 92 Maroondah Highway, RINGWOOD VIC 3134
Phone: 03 9017 3190
About Nextplan Financial Pty Ltd
Nextplan Financial Pty Ltd ( Nextplan ) is a group of financial planners who help their clients plan for, help create and protect their wealth.
We are an Australian company, owned by the founding advisers within the group, who work under our own licence, providing solutions to our client’s financial issues. We are young, enthusiastic, yet experienced financial professionals.
Our vision is to be a leading financial planning business based on foundations of honesty, integrity, fairness and objectivity. Your Nextplan Financial adviser has many years of both life experience and financial planning experience, so they are well positioned to guide you along your financial journey.
We are an Australian company, owned by the founding advisers within the group, who work under our own licence, providing solutions to our client’s financial issues. We are young, enthusiastic, yet experienced financial professionals.
Our vision is to be a leading financial planning business based on foundations of honesty, integrity, fairness and objectivity. Your Nextplan Financial adviser has many years of both life experience and financial planning experience, so they are well positioned to guide you along your financial journey.
What This FSG Covers
This Financial Services Guide helps you understand:
The services and products we offerOur fees and how we are paidAny conflicts of interest that could impact our adviceOur complaints processOur privacy policy
It also clarifies that we may receive commissions for insurance advice, and therefore, under the Corporations Act, we cannot claim to be independent, impartial, or unbiased.
It also clarifies that we may receive commissions for insurance advice, and therefore, under the Corporations Act, we cannot claim to be independent, impartial, or unbiased.
Advisory Services
We are authorised to provide financial services and products in the following areas:
• Deposit and payment products limited to Basic deposit products and Deposit products other than basic deposit products• Debentures, stocks or bonds issued or proposed to be issued by a government.• Life products including Investment life insurance products and Life risk insurance products• Interests in managed investment schemes including investor directed portfolio services• Retirement savings accounts products• Securities including Direct Equities• Superannuation including SMSF
Remuneration
Your adviser(S) are paid for the services they provide through various methods of remuneration, including payments made by you (service and advice fees), and payments received from product issuers. These payments will be disclosed to you in your advice/disclosure document. In circumstances where we cannot determine the amount of remuneration, we will disclose the method of calculation.
All detailed advice fees, commissions, investment based financial products and insurance products etc can be found in attached file.
how can I give you instructions?
You can give us instructions by telephone, email or other means agreed with us. Some financial products have their own rules about how to give instructions. Please refer to the Product Disclosure Statement of the relevant product for those details.
The Privacy Policy
We are committed to protecting your privacy. Your personal information will be handled in accordance with our privacy policy. This document outlines how the information we collect from you is used, stored, and disclosed. A copy of our privacy policy will be provided to you and can also be obtained from our offices or from our website.