Jim Gleeson - Financial Planner
"I cannot direct the wind but I can help you to adjust the sails."
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"No advice" Ezicover insurance
Ezicover insurance offers:
- A lump sum payment of up to $500,000 on death or terminal illness.
- A lump sum payment of up to $150,000 on diagnosis or occurrence of a heart attack, stroke, cancer or coronary artery by-pass surgery.
- A monthly payment of up to 75% of your average monthly pre-tax income if you are unable to work due to sickness or injury.
- A lump sum payment on accidental infection of HIV (Human Immunodeficiency Virus) or Hepatitis B or Hepatitis C while working in specified occupations.
- "Do It Yourself" insurance.
Dealing With A Professional
The Financial Services Guide (FSG) will be supplied to you at the first meeting.
The Corporations Act says about the FSG "It must be provided when providing a client with personal advice or dealing in a financial product; it must also be provided to a client when providing general advice, other than in a public forum."
The FSG explains:
- the licence, and the authorised representatives' names and contact details
- the services offered
- our qualifications and training
- how we operate
- how we get paid (including any commissions)
- how we deal with customer complaints and
- any interests, associations or relationships that could influence us
The FSG is designed to ensure that clients are given sufficient information to enable them to determine whether to obtain financial services from the providing entity.
The information in our FSG is presented clearly and concisely, with enough detail for you to make an informed decision about whether you want the services described.
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P: 02 9428 1370 Mobile 0412 575 526 | E: info@futureprom.com.au
ABN 96 398 071 419 | Authorised Representative Number: 258204 | AFSL No.:312478
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