Important Documents
Included with this area are links to some documents which we consider to be important. These are documents which are required by law to be provided to clients or potential clients as early as possible in the business relationship. Please make yourself familiar with these documents and retain for future reference. If there is anything within this package that you would like more information or clarification about please let us know and we will do everything possible to provide that detail.
MLC Financial Planning, Financial Services and Credit Guide - Version 5.0
To help you understand the services offered, this guide outlines:
- About MLC Financial Planning;
- How we manage your personal information;
- How you can pay for our services;
- Your confidence in your advice.
Dan Smith & Plan 2 Prosper, Representative Profile - Version 5.0, Jan 2011
This document forms part of the Financial Services Guide and aims to help you decide whether to use our services and is designed to clarify:
- Who we are;
- What we do;
- How we charge for our services;
- Benefits we may receive.
Dancin Pty Ltd (trading as Plan 2 Prosper) Privacy Policy
This privacy policy outlines our policy on how we manage your personal information. It also sets out generally what sort of personal information we hold, for what purposes and how we collect, hold, use and disclose that information.
We look forward to helping you prosper by planning to do exactly that.