Centra Wealth provides 3 types of services:
- General Advice: where we provide you with general financial information and opinion only – without taking into account whether it is suitable for you.
- Personal Advice: where we provide you with financial advice that is tailored to your needs and financial situation. We provide this advice through a Statement of Advice.
- Transaction-only: where we assist you to transact in a financial product under your instruction with no advice at all other than factual information.
To assist you to decide whether our services are suitable to you, and to provide you with more information about our products and services, including the cost of these services, we are refer you to our FINANCIAL SERVICES GUIDES (“FSG”).
We have 2 FSG’s available, depending on whether you are seeking or obtaining General or Personal Advice:
For GENERAL ADVICE, please download and view our General Advice FSG here
For PERSONAL ADVICE, please download and view our current Personal Advice FSG here