Statement of Advisory Case Study 2022

STATEMENT OF ADVISORY
Statement of Advisory

STATEMENT OF ADVISORY1
4th September 2017
Mr. and Mrs. Sutton
1 White Ave, Wollongong NSW 2550
Dear Graham and Anna,
Please find the enclosed Statement of Advice and related documentation that has been used and
prepared as a result of our recent discussions.
In case if you feel that we have overlooked or misinterpreted any relevant information please
contact us before proceeding and do let us know regarding any questions that you have in the
same context.
The Planned Statement presented to you is the visual presentation of various investment goals
and objectives that needs to be achieved and simultaneously it is also important that the planned
financial strategy continues to be reviewed on a regular basis.
This Statement of Advice presented is current for a period of 30 days from the date of this letter.
After the stated time period the Advisory Statement should not be applied in order to achieve
investment objectives and returns as the associated factors like macro-economic and investment
related factors may change that would affect the investment ability with which things were
planned.
In case of any questions about the presented Statement of Advice or any other financial
planning matters please contact us.
Yours sincerely,
Jess Craig
Senior Financial Planner
Authorized Representative of All Out Financial Planning

STATEMENT OF ADVISORY2
Statement of Advice
Prepared for
Mr. Graham & Mrs. Anna Sutton
Prepared by
Jess Craig
Authorized Representative of
All Out Financial Planning
AFSL 222222
ABC Financial Solutions Pty Ltd
This Statement of advice (SOA) is an important document and you should read it carefully before making any decisions
regarding the recommendations contained in it. The recommendations made are based on information provided by you and
collected both in hard copy and electronically. If there are any errors or omissions, please inform me immediately.
If full information was not provided or you have agreed that only a limited range of products or objectives are to be considered,
you risk making an investment or taking out an insurance policy that may not be suited to your needs and goals.
If this advice includes a recommendation to you to acquire a particular financial product (other than securities) or an offer to
issue or arrange the issue of a financial product to you, we will also provide you with a product disclosure statement containing
information about the particular product to help you make an informed decision about that product.
Be aware that the advice contained in the following SOA is valid for a period of 30 days only. If the plan is not implemented
within this time, it will need to be reviewed for accuracy.