The following document applies to individuals who engage with RJSanderson, whether relating to wealth, accounting or both.
Place click the ‘Visit Page’ button below to review information regarding how RJS Wealth Management:
- discloses; and
- manages personal information.
The following document applies to individuals who engage RJS Wealth Management for wealth management services.
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.
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.
Please click the ‘View Profile’ button below to view your Planner's:
- values and beliefs regarding financial planning;
- industry experience;
- industry recognition; and