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The following document applies to individuals who engage with RJSanderson, whether relating to wealth, accounting or both.

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Privacy Policy

Place click the ‘Visit Page’ button below to review information regarding how RJS Wealth Management:

  • gathers;
  • uses;
  • discloses; and
  • manages personal information.
VISIT PRIVACY POLICY PAGE

The following document applies to individuals who engage RJS Wealth Management for wealth management services.

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Financial Services Guide (FSG) – Part A

Please click the ‘Visit Page’ button below to review the following information about RJS Wealth Management Pty Ltd:

  • the financial services available;
  • fees that are charged; and
  • how complaints are managed should they arise.

 

DOWNLOAD FINANCIAL SERVICES GUIDE PART A

About your Planner

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Katrina Pulbrook

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Joel Matthews

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Trevor Scutt

Trevor Scutt

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Peter Sarai

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Tony Sarai

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Financial Services Guide (FSG) – Part B

Please click the appropriate ‘View FSG Part B’ button to view:

  • how the Planner can be contacted;
  • what type of financial products they are authorised to provide;
  • what fees are charged for providing the financial service; and
  • how our Planners are remunerated.

Executive Profile 

Please click the ‘View Profile’ button below to view your Planner's:

  • values and beliefs regarding financial planning;
  • industry experience;
  • industry recognition; and
  • qualifications.

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