information for new clients 

 

Please review our Financial Services Guide. This document explains more about ACD’s services and fee structures.

The Client Questionnaire is a document where you can record your personal and financial information. It assists the financial planner in constructing advice for you.

The Risk Questionnaire is a document where you can record your tolerance for financial risk to help us understand your investment profile.  

Please contact us on (02) 9997 7477 or email us on info@acdfinancial.com.au if you wish to discuss.