Fact Find & FSG

Fact Find

Providing some information about yourself will enable us to start analysing your financial situation before your first meeting with us.

This will save you time, and enable us to focus more specifically on your needs during our time together. The information you provide will be kept confidential.

None of the information collected will be provided to any other persons or businesses without express consent.

Please fill out the Fact Find by printing the document found at the link below. The questions will take about 30 minutes to answer. You can fax or post the completed Fact Find to the following:

Postal Address: PO Box 1464, Osborne Park WA, 6916 Australia

Download Our Fact Find Questionnaire (PDF)

Financial Services Guide (FSG)

You have the right to ask us about our charges, the type of advice we will give you, and what you can do if you have a complaint about our services.

This Financial Services Guide (“FSG”) is intended to inform you of certain basic matters relating to our relationship, prior to us providing you with a financial service. The matters covered by the FSG include, who we are, how we can be contacted, what services we are authorised to provide to you, how we (and any other relevant parties) are remunerated, details of any potential conflicts of interest, and details of our internal and external dispute resolution procedures and how you can access them.

Wealthsure Financial Services Pty Ltd only authorises its Authorised Representatives to distribute this FSG.

The Financial Services Guide now comes in two parts. Please use the links below to download it.

Download the Financial Services Guide Part One(PDF) Download the Financial Services Guide Part Two – Rob Storey(PDF)