My Duties and Obligations to you

As an adviser under the Financial Markets Conduct Act 2013, I am committed to upholding a series of duties to prioritise your interests and ensure transparent, prudent, and fair financial advice:

  1. Client’s Best Interests:
    • I am obligated to prioritise your interests, recommending only products that are most suitable for your unique circumstances.
  1. Transparent Advice:
    • You will be informed about the nature of the advice you will receive, including any limitations, before it is provided.
  1. Diligence and Skill:
    • I pledge to exercise the same care, diligence, and skill as any prudent adviser would in comparable circumstances.
  1. Competence Standards:
    • I am committed to meeting relevant competence standards and adhering to continuous professional development requirements outlined in the code of professional conduct.
  1. Fair Treatment and Integrity:
    • Treating you fairly, acting with integrity, providing suitable financial advice, ensuring your understanding of the advice, and safeguarding the privacy of your information are paramount.

These principles underscore our dedication to maintaining the highest standards of professionalism, ensuring that your financial well-being remains at the forefront of our advisory services.