Corporate Governance

We are committed to the highest standards of corporate governance and recognise that an effective governance culture is critical to the long-term performance of Financial Decisions.

We have Professional Indemnity Insurance to the value of $5 million for any one claim and $10 million in the aggregate and are highly transparent and accountable to our clients. All assets under management are directly in the names of our clients.

Our Compliance Committee meets on a quarterly basis and focuses on compliance matters and risk management.

To ensure we position the portfolios of our clients for future economic changes or outcomes, our Investment Committee meets quarterly or more regularly if required.

Our Board meets six times a year to explore new strategic initiatives to assist in enhancing and growing our services.

Financial Services Guide

View our FSG.

Product Disclosure Statements

Click here for a complete list of our PDSs.

Complaints Policy

Click here to read our Complaints Policy.