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First Appointment Kit

  • 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:north_adelaide_godfreypembroke
  • MAIL – please address your envelope as follows (no stamp or postage required):
    Godfrey Pembroke Limited
    Reply Paid 3016
    NORTH ADELAIDE MELBOURNE ST
    SA 5006

Contact Our Office

Level 9, BDO Centre
420 King William Street
ADELAIDE SA 5000

(08) 8456 9020


Click here for a map of parking and transport options around our office.

About Us

Financial advice specialists Success brings new opportunities, but it also creates new challenges. As your financial situation becomes more complex, you need sophisticated strategies to make the most … Read More

Our services

Aged care planning SMSF’s and retirement planning Cashflow management Portfolio structuring and tax management Estate … Read More

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First Principles Financial Planning are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451.

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