FAQ’s
Why do I need a financial advisor?
People and their situations vary and because life is unpredictable, can change in an instant. At AWC we can support and guide you through the sometimes confusing process and answer any questions that you may have in relation to life insurance, risk insurance, temporary or permanent disability, income protection and superannuation.
When is the best time to see a financial advisor?
Now! Purely because none of us ever know what today will bring. And accidents happen. It is never too early to look after the future of yourself and your family. The sooner you start your plan, then the sooner you can rest easy that should anything happen, you have it covered.
How much will it cost?
At AWC, we will give you a schedule of fees as part of your initial meeting with us. We believe that you should know your costs ‘upfront’. Fees will vary according to your circumstances. When you ring our office, we can explain these to you.
What are my obligations?
You ultimately have control of the decisions that are made with your financial advisor/planner. You will not be pressured to proceed with any plan or investment or insurance cover that you are not comfortable with or can not afford.
How long will it take?
After you contact our office and we get some basic details from you, we will send you a ‘fast fact find’. Complete this and return to our office. Then when you have your first, obligation free appointment with us, it should only take 45-60 minutes
What do I get?
After your initial visit and ‘fast fact find’ have been completed, we will formulate a comprehensive analysis of your needs and give you a written recommendation (or financial plan) and present to your for your consideration.
Where is your office?
Our office is located at 2/12 Technology Drive, Warana Qld 4575. Call us on 07 5493 2713 to arrange an appointment. We make a great cuppa too!
We can come to your home if that should suit your situation better and after hours are available.
What happens to my personal information?
AWC adheres to the Federal Privacy Policy Act which covers the collection, use, disclosure, quality and security of personal information.
A copy of the Act can be obtained by clicking of the attached link
What if I have a complaint?
- Firstly, contact your advisor directly and tell them of your complaint
- If it is not resolved to your satisfaction within three days, you should put your complaint in writing and send to us. We will try and resolve your complaint quickly and fairly.
- If you still do not get a satisfactory outcome, you have the right to complain to the Financial Industry Complaints Service Lit (FICS) PO Box 549, Collins Street West, Melbourne, Vic 8007. You can also call FICS (free call) 1800 335 405
The Australian Securities and Investments Commission (ASIC) also has a free call line on 1300 300 630 which you may use to make a complaint
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