Financial Adviser
At Goodall & Co, we aim to protect and grow your wealth and superannuation. We have our own Australian Financial Services Licence (AFSL No 244542), so we are able to provide financial advise without any alignment to banks or dealer groups – we put your interest first. Goodall & Co advise on a range of financial planning matters, from different types of investments like shares and property, strategies such as negative gearing, and risk management. The following is a summary of our financial adviser services.
Financial Products and Services
- Negative gearing and property advice
- Superannuation and Self Managed Super Funds (SMSFs)
- Wealth & retirement planning
- Share purchases and sales
- Life insurance
- Income protection
- Investment loans
- Investment advice and strategy
If an issue has not been resolved to your satisfaction, you can lodge a complaint with the Australian Financial Complaints Authority, or AFCA. AFCA provides fair and independent financial services complaint resolution that is free to consumers.
Website: www.afca.org.au
Email: info@afca.org.au
Telephone: 1800 931 678 (free call)
In writing to: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001
You can also refer to the AFCA guidance on their website https://www.afca.org.au/members/telling-your-customers-about-afca/