16 August 2021 Mr. Wayne Brown and Mrs. Rachel Hastings 8 ALEXANDER COURT SUNBURY VIC 3429 Dear Wayne and Rachel, Statement of Advice Thank you for the opportunity to advise on your financial affairs. We have pleasure in presenting your Statement of Advice...
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16 August 2021 Mr. Wayne Brown and Mrs. Rachel Hastings 8 ALEXANDER COURT SUNBURY VIC 3429 Dear Wayne and Rachel, Statement of Advice Thank you for the opportunity to advise on your financial affairs. We have pleasure in presenting your Statement of Advice (SOA), which sets out our specific recommendations for your consideration. This Statement of Advice is based on details of your relevant personal circumstances and forms the basis of our recommendations. If any information in this report is incorrect, or if you have anything further to add, please advise us before proceeding any further. Several steps are involved in designing a strategy to reflect your personal circumstances. The recommendations made in this Statement of Advice are the starting point of this process and therefore should only be undertaken after consulting with us. It is very important that you take full ownership of your financial decisions. To that end, we can assist you in making the appropriate decisions, but tho
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