Professional Financial Planning Service In Sydney & Surroundings
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About Us
Products and Services
Additional Locations
FAQs
We ensure that our advice is individualized for each customer, based on their financial situation and objectives. We won’t confuse you with jargon and industry speak – we’ll keep it clear, concise, and measurable so that you are comfortable with the process the whole way through.
We work with our customers to ensure that their targets are met. We want to help you achieve your goals with certainty and surety. As always, to access the “Best of Breed” products and services in the market, our advice is supported by Independent Research, and governed by an Industry Code of Ethics.
Open Monday - Friday, Open Saturdays
Centrelink, Estate Planning, Income Insurance, Insurance, Investment Strategies, Investments, Life Insurance, Mortgages, Portfolio Management, Redundancy, Retirement Planning, Superannuation
Accredited, Home Visits, Locally Operated, Locally Owned, Mobile Service
Retirement, Retrenchment
Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women
Deposits, Accounting, Health & General Insurance, Stockbroking
Lionsgate holds an Australian Financial Services Licence (AFSL)issued by ASIC. Lionsgate conducts business through a network of financial advisers whom are appointed as its Authorised Representatives under its AFSL and are each on the Register of Authorised Representatives.
Your financial adviser will be the Lionsgate Authorised Representative listed in the Authorised Representative profile section of this FSG.
Your financial adviser can offer a range of insurance, investment, superannuation and retirement strategies and products. Lionsgate maintains an Approved Products List (APL) containing financial products that have been researched by one or more external research houses. A copy of the APL can be supplied to you upon request. Your financial adviser acts for you and not for any life insurance company, fund manager or bank.
Your financial adviser will complete a Client Questionnaire (also known as a Fact Find) with you which will record your personal objectives, lifestyle goals, details of your current financial situation and any other relevant information. The information obtained will be assessed by your financial adviser to assist them in providing appropriate advice. You have the right to withhold personal information, but this may compromise the effectiveness of the advice you receive.
Your financial adviser will maintain a record of your personal information including details of your objectives, financial situation and any recommendations made to you. If you wish to examine your file or receive a copy of your record of advice please ask your financial adviser and they will make arrangements for you to do so. Lionsgate and your financial adviser are committed to complying with a privacy policy to protect the privacy and security of your personal information.
