Wealth Advisory

Our Terms of Business

The following terms of business apply to all Services provided by us to you and any of your related entities.

Terms of Business
The following terms of business apply to all Services provided by us to you and any of your related entities.
Click on the following link for a copy of our full Terms of Business.

 

Financial Service Guide

The purpose of our Financial Services Guide “FSG” is to assist you in deciding whether to use our services by giving you information about the type of services we provide, how we are remunerated and your rights when you have a complaint about the services we provide you.

We recommend that you read and understand our FSG before you engage us to provide you with any financial services. If you have any questions, please get in touch with us.
Click on the following link for a copy of our detailed Financial Services Guide.


Privacy Policy
Your privacy is important to us. We are committed to protecting your privacy and we want to ensure that you have a clear
understanding about the information we collect about you, how we use it and who we share it with.
Click on the following link for a copy of our detailed Privacy Policy

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Red Lion Wealth Advisory

147 Queen Street, Bendigo VIC 3550

ABN: 19 646 760 152

AFSL: 529637

John Archibald and Red Lion Wealth Advisory are authorised representatives of Red Lion Wealth Services.