Arrow Financial Advice
16 Years
in Business
4 Years with
Yellow Pages
Gallery
About Us
Professional Financial Planning Service In Sydney & Surroundings
- Based on education, knowledge & training
- Governed by an industry code of ethics
- Individual to your situation & objectives
- Over 28 years’ experience
- Targeted to achieve your goals
- General Info
A Professional and Personal Financial Advisor Solution for Sydney, Melbourne and Brisbane.
Jargon-free financial advice from Arrows’ Advisors and Accountants. We base all our advice on the highest standards of education, knowledge, and training – which means when you work with Arrow’s experienced team you’re getting the highest standard of financial services Sydney, Melbourne, and Brisbane have to offer.
We ensure that our advice is individualized for each customer, based on their financial situation and objectives. We won’t confuse you with jargon and industry speak – we’ll keep it clear, concise, and measurable so that you are comfortable with the process the whole way through.
We work with our customers to ensure that their targets are met. We want to help you achieve your goals with certainty and surety. As always, to access the “Best of Breed” products and services in the market, our advice is supported by Independent Research, and governed by an Industry Code of Ethics.
Investments Superannuation Insurance Retirement Incomes Social Security Mortgages Deposits Stockbroking Accounting Health & General Insurance Estate Planning Property Investments - Direct And Managed
- Accreditations
Financial Planning Association Of AustraliaCertified Financial Planner®- Payment method
- eft
- Established
- 2010
- ABN
- 39 069 922 845
- Staff
- 1-10
- Service Notes
- Open Weekdays and Saturday
- Other Links
- Other Email
- Category
- Certifications
- Certified Financial Planner®
- Keywords
- Accounting, Deposits, Health & General Insurance, Stockbroking
FAQs
Who is Lionsgate?
Lionsgate holds an Australian Financial Services Licence (AFSL)issued by ASIC. Lionsgate conducts business through a network of financial advisers whom are appointed as its Authorised Representatives under its AFSL and are each on the Register of Authorised Representatives.
What kinds of financial services and products are available?
Your financial adviser can offer a range of insurance, investment, superannuation and retirement strategies and products. Lionsgate maintains an Approved Products List (APL) containing financial products that have been researched by one or more external research houses. A copy of the APL can be supplied to you upon request. Your financial adviser acts for you and not for any life insurance company, fund manager or bank.
Who is your Financial Adviser?
Your financial adviser will be the Lionsgate Authorised Representative listed in the Authorised Representative profile section of this FSG.
What information should you provide to receive personal advice?
Your financial adviser will complete a Client Questionnaire (also known as a Fact Find) with you which will record your personal objectives, lifestyle goals, details of your current financial situation and any other relevant information. The information obtained will be assessed by your financial adviser to assist them in providing appropriate advice. You have the right to withhold personal information, but this may compromise the effectiveness of the advice you receive.
What information is maintained in your file and can you examine the client file and who may access it?
Your financial adviser will maintain a record of your personal information including details of your objectives, financial situation and any recommendations made to you. If you wish to examine your file or receive a copy of your record of advice please ask your financial adviser and they will make arrangements for you to do so. Lionsgate and your financial adviser are committed to complying with a privacy policy to protect the privacy and security of your personal information.