07 5527 9291 07 5527 9291 This email address is being protected from spambots. You need JavaScript enabled to view it.

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Client Documents

On this page we have a range of files and forms available for our clients:

pdfFinancial Services Guide

Areas of Advice

  • Debentures, stocks or bonds issued or proposed to be issued by a government
  • Deposit and Payment Products
  • Interests in Managed Investment Schemes including Investor Directed Portfolio Services
  • Life Products
  • Retirement Savings Accounts ("RSA") products
  • Securities (advice and services are provided through a Stockbroker)
  • Self Managed Superannuation Funds
  • Superannuation

Adviser Profile

Financiallink logoStrategic Wealth Group Pty Ltd is a corporate authorised representative of Financial Link Group Pty Ltd

OUR CONTACT DETAILS

Neville Ortega

(07) 55 279291

0419 599 540

This email address is being protected from spambots. You need JavaScript enabled to view it.

Strategic Wealth Group

Level, 15 The Corporate Centre, Bundall

(07) 55 279291

admin@strategicwealthgroup.com.au

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