You would be aware of the Royal Commission into the financial services sector.
Over the past week, we have heard examples of poor behaviour by Financial Advisers where clients’ best interests have not been front and centre.
As a Financial Adviser, I take these revelations very personally; and it saddens me that our industry has negatively-impacted the well-being of some Australians.
As a self-employed Advice Practice, committed to my local community; we take acting in your best interest and meeting our service obligations to you very seriously.
We are committed to helping you to achieve your financial objectives, and to live the life you dream. That’s why I wanted to write to you to make it clear that we are 100% committed to looking after you, and making a positive contribution to our local community.
While the truth is sometimes hard to hear, our industry will be stronger as a result of listening when we have failed community expectations.
If you have any questions about topics arising from the Royal Commission, or questions about how we work with you, please contact us. I always welcome the opportunity to talk about how we are focussed on supporting you and your family.
Director, WB Financial
Phone 07 3391 7199 or email firstname.lastname@example.org.
Level 1, 32 Logan Rd, Woolloongabba Qld 4102
PO Box 1186, Coorparoo DC Qld 4151
Jason Cook, Specialist Self-Managed Superannuation Fund Adviser / Financial Adviser, is an Authorised Representative, ASIC № 286296, of Financial Wisdom Limited (FWL), ABN 70 006 646 108, Australian Financial Services Licence №231138. Presidio Financial Services Pty Ltd ABN 67 118 833 168, ASIC № 312532, trading as WB Financial, is a Corporate Authorised Representative of FWL; and an Authorised Credit Representative of WB Credit Management Pty Ltd, ABN 35 145 548 018, Australian Credit Licence holder № 386671.