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| YOUR PROTECTION | |||||
| Moneywise is committed to its clients’ long-term financial security. Moneywise Financial Planners are Representatives of Moneywise Personal Financial Management Pty Ltd, holder of Australian Financial Services Licence Number 287804. The Regulatory body under which we operate is the Australian Securities and Investments Commission (ASIC). | |||||
| Moneywise is required under its licence to carry professional indemnity insurance. We fully support and abide by the Financial Planning Association of Australia Limited’s (FPA) rules, codes and standards. The FPA determines the industry's standards of governance and is responsible for: | |||||
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Code of Ethics | ||||
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Rules for Professional Conduct | ||||
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Practice Guidelines | ||||
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Education and Professional Development | ||||
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Disciplinary Regulation | ||||
| In addition, we maintain our own Complaints Investigation Protocol for your added protection along with membership of the Financial Industry Complaints Service. Investments cannot be transacted without a client’s specific consent and we do not operate a trust account or hold funds on behalf of any client. | |||||
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