information for new clients
Please review our Financial Services Guide Part 1 & Part 2. 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 firstname.lastname@example.org if you wish to discuss.