Conflicts of Interest

Loans

If there are any conflicts of interest apart from commission that could potentially influence the advice that we give, these will be shown in your Financial Adviser’s Disclosure Guide.

I will always prioritise our client’s interests above my own and follow an advice process that ensures my recommendations are based on your individual goals and circumstances. I will ensure that the amount of any loan is in accordance with your identified needs. 

I also provide a table showing the commission rates and types by lender - click here to view **same doc as attached in the ‘commissions section’.

From time to time, I may receive incentives or rewards from lenders. For example, they may provide me with gifts, tickets to events or other incentives. I assure you that this does not influence our advice.

I also undertake regular training on how to manage conflicts of interest and am audited annually by a reputable compliance adviser.