 |
What services does RBF-TAS Planning Pty Ltd provide?
RBF-TAS Planning provides RBF members with the following services:
- Financial and investment advice about RBF investments, products, services
and retirement options.
- Advice about related tax and Centrelink issues.
- Statements of Advice tailored to members' circumstances.
- Financial planning advice in relation to non RBF products and issues. This is completed on a "fee for service" basis, and you will be given an up front quote prior to the commencement of any work.
What about fees and charges?
Because transparency and integrity are so important to us, before proceeding with any financial planning work, at your first meeting, RBF-TAS Planning will establish fees or other costs payable by you. In all cases, you will be given an upfront written "Client Services Agreement" detailing any charges or costs.
Legislative requirements of RBF-TAS Planning Pty Ltd
RBF-TAS Planning Pty Ltd is a principal member of the Financial Planning Association. This is Australia's
peak professional body for the financial planning industry. RBF-TAS Planning holds an Australian Financial
Services licence (239171) issued by the Australian Securities and Investment Commission. The licence enables
RBF-TAS Planning to provide free financial and investment advice to RBF members about RBF products and services
as well as related tax and Centrelink issues. All RBF-TAS Planning advisors are Authorised Representatives, so you can be confident about their expertise and
skills.
Comparison of services provided by RBF and by RBF-TAS Planning
| RBF |
RBF-TAS Planning Pty Ltd |
|
Provides detailed information about your superannuation and RBF products
and services such as:
|
Provides advice and financial planning about RBF products and services
such as:
- Retirement planning
- Developing an effective Member Investment Choice strategy
- Wealth creation strategies using RBF
- Tax and Centrelink issues
|
|
|
