Financial Services Guides

For each of our Authorised Representatives we are required to produce individual 'Financial Services Guide'. Please find following 'Financial Services Guides' for:

We highly recommend that you read these guides before making an appointment as they include:

  • how the Authorised Representative is paid;
  • any relationship details with financial institutions;
  • what products & services the adviser can offer;
  • how we handle customer complaints.

If you have further questions or require clarification on any areas within the guides please contact our office and ask to speak to a financial planner.

Please contact if the above attachments do not work.

These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Myrtle Ridge Financial Services or Charter Financial Planning in any way. Note: Myrtle Ridge Financial Services and Charter Financial Planning does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

Myrtle Ridge is proud to sponsor women's sport in Tasmania