Your financial adviser is required to provide you with an annual fee disclosure statement if you are receiving ongoing financial advice. This document is a reminder of what services you received last year and what you should receive in the next 12 months.
Think about whether you got value out of last year’s services and whether you want to continue with the financial adviser. If you are not happy, you can stop the services and ongoing fees.
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General advice disclaimer
This is general information only and does not take into account your personal objectives, financial situation or needs. You should assess whether the information is appropriate for you having regard to your objectives, financial situation and needs and consider obtaining independent professional advice before making an investment decision. If information relates to a specific financial product you should obtain a copy of the product disclosure statement for that product and consider that statement before make a decision whether to acquire the product.