- Adviser Profile – a brief description of Tony Brosnan’s experience and skills.
- Appointment Checklist – to make the meeting as productive as possible please bring originals of the documents listed in this check list and we will take photocopies if necessary.
- Client Profile – Please print and complete this document and return it to us prior to the meeting. You can do this via email or mail (see sidebar).
- Financial Services Guide version 9 – containing information on:
- The services we provide;
- The remedies available to you should you become dissatisfied with the services we provide;
- Our policies on the management of clients’ personal information
- FSG Acknowledgement Form – to be signed and returned to us so we can be sure you have accessed your appointment kit and reviewed the Financial Services Guide (FSG). Please return via email or mail (see sidebar).
Returning your documents
- EMAIL – attach documents (PDF format preferred) and email to:
- MAIL – please address your envelope as follows (no stamp or postage required):
Godfrey Pembroke Limited
Reply Paid 3016
NORTH ADELAIDE MELBOURNE ST
SA 5006