Advice

: GENERAL ADVICE WARNING
: It is important to understand the nature of the advice provided is of a general nature only, and;
- We will not consider your particular objectives, financial situation or needs; you should consider if the information provided is appropriate, based on your situation before proceeding;
- We recommend you obtain financial and taxation advice before making any financial decision;
- You should read the Product Disclosure Statement before deciding to acquire a product;
- When comparing policies, not all providers of Insurance products are included. The financial products compared do not necessarily compare all features that may be relevant to you;
: We therefore ask that you carefully read the following:
I / We...:
Of:
: have received financial advice of a general nature from John Ellis, an Authorised Representative of
Crown Wealth Group Pty Ltd (ABN 22 603 037 510 / CAR 494274).
: You must read and tick each of the following points before signing this report.
Please Tick:: I/We acknowledge that I/ We have been explained the limitations of general advice and understand that all information has been provided under a generaI/We acknowledge that the adviser has provided me/us with a warning about the possibility of this transaction not being appropriate for my/our needs.I/We have read, accepted and retained a copy of this General Advice Declaration.I/We acknowledge that there may be commission payable to the licensee and adviser even though no advice has been provided.
Signature:
Name:: First Name:
Last Name:
Date:
Signature:
Name (Secondary Person):: First Name:
Last Name:
Date:
: ADVISER ACKNOWLEDGEMENT
Please Tick:: I acknowledge that the client did not seek personal advice and therefore no personal advice has been provided by me in relation to this transaction.I acknowledge that I have warned the client about the possibility of this transaction not being appropriate for their needs.
Signature:
Name:: First Name:
Last Name:
Date:

Disclaimer

The information in this website is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should obtain and consider a Product Disclosure Statement (PDS) before making any decision to acquire a product.

Westbook Investments Pty Ltd trading as Pilot Insurance ABN 12 085 026 713 is a Corporate Authorised Representative (No. 462716) of Crown Wealth Group Pty Limited ABN 22 603 037 510 AFSL No. 494274

Advice

GENERAL ADVICE WARNING

ADVISER ACKNOWLEDGEMENT

Information

Disclaimer