Financial Services Guide

This Financial Services Guide (‘FSG’) helps you understand and decide if you wish to use the financial services we are able to offer you.

You must read Part 1 of the FSG in conjunction with Part 2. Part 2 of the FSG provides a profile of the entities (“Authorised Representatives”) that may provide you with financial services on behalf of Mont Partners Pty Ltd.

We collectively refer to the licensee and its Authorised Representatives (including employees of a related body corporate) as “us, our, we” throughout this FSG.

This FSG sets out the following:

• who we are and how we can be contacted;
• what services and products we are authorised to provide to you;
• how we (and any other relevant parties) are remunerated; and
• how we deal with complaints.

We may provide you with personal advice that takes into account your needs, financial situation and circumstances. Where we provide you with initial personal advice we will provide you with a personalised financial plan, also referred to as a Statement of Advice (’SoA’). The SoA outlines our advice and the basis on which the advice was given. It also outlines relevant information about us, and the fees and charges associated with our advice. We are only able to provide personal advice about specific services and products as stipulated in our Australian Financial Services Licence (‘AFSL’)

Download our FSG