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Important Update: Financial Services Guide (FSG) and Adviser Profile

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FSG Update - Key Financial Planners

We've updated our Financial Services Guide (FSG) to reflect some recent changes at Key Financial Planners. Don't worry, it's just housekeeping to keep our documentation current as our business grows.

What's Changed?

New Address

As you'll know from our recent announcement, we've moved to our new premises at 23 Railway Terrace, Nuriootpa. Our FSG now reflects this updated address, so all our documentation is consistent.

New Partnerships

We've also established some new Joint Ventures that expand our ability to serve you better. These partnerships allow us to offer enhanced services while maintaining the same high standards you're used to.

What Does This Mean for You?

Not much changes on your end! We're still the same team providing the same quality service. Your existing arrangements, advice, and fees all continue as normal. We just want to make sure you have the most current information about how we operate.

How to Get Your Updated FSG?

We'll be sending out the updated FSG to all clients by email or by post. You can also access it though our website's footnotes or through this link to download.

If you have any questions about the changes, just give us a call or send us an email.

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