As part of our Ask an adviser series, CFS financial adviser Gerard Casim answers the question: I have a financial plan from my previous adviser. When would I need to get advice again?
CFS connects members with a range of financial advice options including general advice, simple super advice provided to members at no extra cost, one-off, topic-based advice, and comprehensive financial advice. Explore our financial advice options
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Disclaimer
Super Advice by CFS Advice Services: AIL has appointed CFS Advice Services Pty Ltd ABN 52 682 119 651, AFSL 564571 (CFSAS) to provide one-off limited personal advice on specified topics to members of FirstChoice Superannuation Trust who access the Super Advice service. AIL and CFSAS are both members of the Colonial First State group of companies. CFSAS holds a financial services licence to provide personal financial product advice, and its financial advisers act under this licence when providing advice services to members. CFSAS is responsible for financial advice provided to you under the Super Advice service. Before you receive a financial service from CFSAS, you should read the Financial Services Guide (FSG) issued by CFSAS. The cost of providing the Super Advice service is collectively charged to all members of the Fund and is incorporated in the fees and costs shown in the PDS.
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and FSG carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.