Privacy Policy

Your privacy is important to us. To learn more about our collection and handling of your personal information and for details on how to access our Privacy Policy please refer to the Appendix to this FSG.

Another financial adviser may be appointed to you if your adviser leaves SMSF Advice or is unable to attend to your needs due to an extended absence from the business. In these circumstances, SMSF Advice will write to you advising you of the change. Your personal information will be passed on to the new adviser.
If you choose to appoint a new financial adviser, your new adviser will be provided access to your policy information. They will be responsible for providing you with ongoing advice relating to those policies and all future advice fees deducted from the policy/(ies) will be paid to your new adviser.