Licensing & Compliance

 

Future Assist Financial Services Pty Ltd is a Corporate Authorised Representative (No 323001) of My Adviser Pty Ltd AFSL 238307.

My Adviser Pty Ltd (formerly Australian Investment & Financial Planners Pty Ltd) is licensed by the Australian Securities & Investments Commission (ASIC) as an Australian Financial Services Licensee.

This means that the Company and its representative Planners can have professional access to all major institutions and still protect the interest of clients in all their transactions. Our advisers don't act for the institutions that are promoting the investments or services - they act for you.

Independence

My Adviser is owned by its financial planning professionals and associated companies. No shares are held by any bank or insurance company. Our advisers are completely free to select the investments that best suit your needs from the many options available.

Research

My Adviser subscribes to a variety of Research services. The reports from these services are then assessed in-house to provide you with our own views and investment outlook based on the opinions of a great many global experts. We don't depend on just one 'guru' whose opinions are unlikely to be balanced and even less likely to produce the right answers consistently.

Accredited

My Adviser is a Principal Member of the Financial Planning Association of Australia Ltd (FPA) and we are happy to be bound by the Association's Code of Ethics and Rules of Professional Conduct.



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