FPA
FINANCIAL PLANNING ASSOCIATION
of Australia Limited
PRINCIPAL MEMBER
of Australia Limited
PRINCIPAL MEMBER
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SAMPLE AUTHORISED
REPRESENTATIVES' AGREEMENT
_________________________
SAMPLE FINANCIAL
SERVICES GUIDE
_________________________
WHO KEEPS
THE COMMISSIONS?
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MCA Financial Planners
Suite 2, 3 Colemans Road
Carrum Downs, Victoria 3201.
Phone: 03 8682 9134
_________________________
SAMPLE AUTHORISED
REPRESENTATIVES' AGREEMENT
_________________________
SAMPLE FINANCIAL
SERVICES GUIDE
_________________________
WHO KEEPS
THE COMMISSIONS?
_________________________
MCA Financial Planners
Suite 2, 3 Colemans Road
Carrum Downs, Victoria 3201.
Phone: 03 8682 9134
_________________________
AUTHORISED REPRESENTATIVE TERRY O'BRIEN LICENSED SECURITIES DEALER No. 223610
MCA Financial Planners
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______________________________________________________________________
Allow us to introduce you to MCA financial Planners Pty Ltd ("MCA") an AFSL Dealer Group that is dedicated to helping Accountants and Financial Planners prosper by unlocking the Investment advice potential within your Firm .
MCA does not have any ownership connections with life offices, banks or fund managers. This allows its representatives full scope to provide advice and recommendations that are objective and not influenced by fund manager commissions and the commercial desire to maximize funds under management .
MCA specializes in providing low cost proper authorities to accounting practices and financial planners.
It sets the scope of the proper authority so that the member only pays for the services it needs, and is not forced to pay for the services it does not need, or which are available elsewhere at low cost or even for free.
MCA does not require its members to market managed funds or Insurance products. There are no conditions or requirements for minimum funds under management or monthly or annual sales targets.
MCA does not interfere with the conduct of the members in any way, except to require the member to comply with the Corporations Act and other relevant legislation.
MCA allows its member to run their own show, free from heavy dealer costs and heavy restrictions on what they can and cannot do.
MCA does not have any ownership connections with life offices, banks or fund managers. This allows its representatives full scope to provide advice and recommendations that are objective and not influenced by fund manager commissions and the commercial desire to maximize funds under management .
MCA specializes in providing low cost proper authorities to accounting practices and financial planners.
It sets the scope of the proper authority so that the member only pays for the services it needs, and is not forced to pay for the services it does not need, or which are available elsewhere at low cost or even for free.
MCA does not require its members to market managed funds or Insurance products. There are no conditions or requirements for minimum funds under management or monthly or annual sales targets.
MCA does not interfere with the conduct of the members in any way, except to require the member to comply with the Corporations Act and other relevant legislation.
MCA allows its member to run their own show, free from heavy dealer costs and heavy restrictions on what they can and cannot do.
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MCA financial Planners Pty Ltd
_____________________________
SEND US AN ENQUIRY
Click here to send MCA Financial Planners
an enquiry
_____________________________
Set up a Trust for FREE
_________________
Company Registration
$55 plus $400 ASIC fee.
_____________________________
Pty Ltd Company Forms
Discretionary Trusts
Unit Trusts
Hybrid Trusts
Self Managed
Superannuation Funds
_____________________________
SEND US AN ENQUIRY
Click here to send MCA Financial Planners
an enquiry
_____________________________
Set up a Trust for FREE
_________________
Company Registration
$55 plus $400 ASIC fee.
_____________________________
Pty Ltd Company Forms
Discretionary Trusts
Unit Trusts
Hybrid Trusts
Self Managed
Superannuation Funds
_____________________________
