Financial Services Guide

This Financial Services Guide (FSG) is an important document that we are required to give you as a provider of financial services. The purpose of this FSG is to inform you of certain matters relating to our relationship, prior to providing you with a financial service.


The matters covered in this FSG include:


  • Who we are and our contact details
  • What financial services we are authorised to provide
  • How we (and any other relevant parties) are remunerated
  • Details of any potential conflicts of interest
  • Details of our internal and external dispute resolution procedures and how you -can access them

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Financial Services Guide

This Financial Services Guide (FSG) is an important document that we are required to give you as a provider of financial services. The purpose of this FSG is to inform you of certain matters relating to our relationship, prior to providing you with a financial service.


The matters covered in this FSG include:


  • Who we are and our contact details
  • What financial services we are authorised to provide
  • How we (and any other relevant parties) are remunerated
  • Details of any potential conflicts of interest
  • Details of our internal and external dispute resolution procedures and how you -can access them

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It is intended that this FSG should assist you in determining whether to use any of our financial services. If you choose to use any of our products or services, you may also receive other documents that may include:

Statement of Advice


Whenever we provide you with advice which takes into account your objectives, needs and financial situation, you are entitled to receive a Statement of Advice (SoA).


The SoA will contain the advice, the basis on which the advice has been given and other information relating to fees, commissions and factors which may have influenced the provision of the advice.

Further Advice


Your Financial Advisor will always provide further advice to you in writing.
Should you require a copy of that further advice, you can request the record of the advice by contacting us by mail, phone or email within 7 years of the date your Financial Advisor gave the further advice to you.

Product Disclosure Statements


Whenever we give you advice about the acquisition of a particular financial product (other than securities) or offer to arrange the issue of a financial product, we must provide you with a Product Disclosure Statement (PDS) relating to that particular financial product. The PDS contains important information that is necessary for you to make an educated and informed decision.


With your agreement, PDS documents may be provided to you electronically via email or CD. Alternatively, a hard copy can be provided upon request.

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A guide to our relationship with you and others

Who is my advisor?

Your Financial Advisor is a representative of Equiti Financial Services Pty Ltd (Equiti).


If you do not wish to obtain advice, you face the risk that the financial product/s you select will not fully take into account your objectives, or financial situation.


If you do not wish to receive our advice, we may deal on your behalf by carrying out your instructions.



Who is responsible for the financial services provided?

Equiti Financial Services Pty Ltd ABN 20 120 384 474 is the holder of an Australian Financial Services Pty Ltd Licence No. 328681 and is responsible for the advice and all financial services provided. Equiti is also responsible for the distribution of this FSG.



Do you have any relationships or associations with Financial Product issuers?

Equiti is not owned or operated by any institution. Equiti, Equiti Group Pty Ltd, Equiti Finance Pty Ltd, Equiti Legal Pty Ltd, Equiti Property Pty Ltd, Equiti Funds Management Pty Ltd and Equiti Capital Limited have common directorship and/or ownership.


Equiti may recommend funds managed by our associate companies Equiti Funds Management Pty Ltd and Equiti Capital Limited.



Equiti Financial Services Guide

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Equiti

1300 990 990

info@equiti.com.au

  • P.O. Box 3973
  • PARRAMATTA CBD NSW 2124

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Equiti Group Pty Ltd
  • ABN 83 084 860 668
Equiti Capital Limited
  • ABN 62 146 641 634
  • AFSL 391 452
Equiti Funds
Management Pty Ltd
  • ABN 73 136 723 601
Equiti Financial Services Pty Ltd
  • ABN 20 120 384 474
  • AFSL 328 681
Equiti Finance Pty Ltd
  • ABN 72 122 797 773
  • ACL 389 323
Equiti Property Pty Ltd
  • ABN 39 111 931 394
  • NSW Real Estate
  • Licence No. 1459345
  • QLD Real Estate
  • Licence No. 3070114
Equiti Legal Pty Ltd
  • ABN 49 143 566 821