Authorisations

Brenda is authorised to:

• provide financial product advice on self-managed superannuation funds;

• arrange to deal in an interest in a self-managed superannuation fund;

• provide financial product advice on superannuation products in relation to a person's existing holding in a superannuation fund:

  • making a recommendation that the person establish a self-managed superannuation fund; or ​

  • providing advice to the person on contributions or pensions under a superannuation product;

• provide class of product advice on the following:

  • superannuation products;​

  • securities;

  • simple managed investment schemes;

  • life risk insurance products; and

  • basic deposit products.

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Advice Fees & Charges

Brenda Pike will be paid financial planning advice fees as described in the Financial Services Guide. The amount of the benefit and how it is calculated will be advised to you during your initial meeting.

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Brenda Pike's fee for the preparation of a Statement of Advice and other advice documents will vary depending on the complexity involved and the time taken. You will be notified if the costs involved prior to the commencement of any work.  Where financial planning advice fees are payable, Capstone Financial Planning will receive all revenue in the first instance. 

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Personal Financial Solutions360 Pty Ltd pays a fixed licensing fee to Capstone Financial Planning Pty Ltd and will receive all revenue earned from the financial services provided to you.  Brenda Pike is a Director of Personal Financial Solutions360 Pty Ltd and will receive a salary/benefit from this company.

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Other Benefits Brenda Pike May Receive 

From time to time Brenda may be invited to social or sporting events and receive the occasional gift such as a bottle of wine or hamper on special occasions. These non-cash benefits will have a value of less than $300. A register listing the details of any non-cash benefits between $100 and $300 is maintained.

 

These invitations do not influence the advice provided to you. If you would like more information you can request a copy of the register.

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Disclaimer

The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this website, Personal Financial Solutions 360 Pty Ltd, its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.  

 

Copyright

The information on this site, including the site source code is the property of Personal Financial Solutions 360 Pty Ltd and is subject to Copyright. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Personal Financial Solutions 360 Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Personal Financial Solutions 360 Pty Ltd.  

 

Terms and Conditions of Use 

The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of Queensland and the Commonwealth of Australia ("Australian law"). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change. 

 

​Links

This website may contain a number of links to other Internet sites. The provision of these links does not mean Personal Financial Solutions 360 Pty Ltd endorses or accepts any responsibility for the content, use or products and services made available through these websites. If you use these links, you acknowledge and agree that Personal Financial Solutions 360 Pty Ltd is not responsible for the actions, content, accuracy, privacy policies, opinions expressed, services provided, or other links provided by these sites. You further acknowledge and agree that Personal Financial Solutions 360 Pty Ltd is not responsible either directly or indirectly for any damage or loss caused by use or reliance on linked sites. Should you have any questions regarding these sites, you should address them directly with the relevant site administrator.