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04 0844 1637
bgeappen@bgeappenfs.com.au
11 Scott St Bellerive TAS 7018

 

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ASIC’s view on vertical integration

A vertically-integrated adviser is one who is authorised to operate under the licence of a company, such as a bank, that also sells financial products. These ‘advisers’ are often criticized because their ‘advice’ almost always includes a recommendation to buy one of their bank’s products. We choose to be licenced by what is known as a non-aligned licencee. That means that there are no ‘in-house’ products for us to sell. This article appears in Money Management magazine – a publication meant mostly for financial advisers, not their clients!

ASIC’s concerns on vertical integration and best interests
 
 
Looking at the economy with a long-term viewpoint Changes to the Age Pension from 1 January 2017
Articles We Wish We Had Written, Other

How wealthy are you compared with other Australians?

Financial Planning For Doctors Ebook, Other

Chapter 12 Retirement

Financial Planning For Doctors Ebook, Other

Chapter 11 – Debt and GPs

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© Brett Geappen Financial Services 2022
ABN 74 037 974 917 | Privacy Policy | Financial Service Guide
Brett Geappen Financial Services Pty Ltd is a corporate authorised representative (no. 1251646) of Synchron Business Services Pty Ltd, ABN 33 007 207 650 (AFSL No. 243313)

General Advice Warning

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.