Important Documents
Included within 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 that you would like more information or clarification about please let us know and we will do everything possible to provide that detail.
The Financial Services Guide of Plan 2 Prosper
To help you understand the services offered, this guide outlines:
- The services and types of products we are authorised to offer you;
- How we and our associates are paid;
- Any potential conflict of interest we may have;
- Details of our external and internal dispute resolution procedures and how you can access them.
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.
MLC Financial Planning Privacy Notification Statement
Dancin Pty Ltd (trading as Plan 2 Prosper) and GWM Adviser Services (trading as MLC Financial Planning) are committed to protecting the privacy of your personal information. This document contains information about how your personal information will be handled.