Daniel Boote and Creative Wealth Management Pty Ltd ACN 130 075 026 (CWM) ATF Daniel Boote Family Trust ABN 73 268 438 435, are an Authorised Representative and Corporate Authorised Representative respectively of Apogee Financial Planning Limited (Apogee FP) ABN 28 056 426 932.
Apogee FP provides CWM and your adviser with the legislative updates, ongoing training, and other assistance to maintain a high level of competence in the ever changing legislative environment that we currently operate within.
Apogee FP also completes a comprehensive audit on the client files of CWM annually to ensure that they are providing complete and accurate advice to their clients. Many clients view this as a guarantee of assurance.
Our selection of recommended products is provided through Apogee Financial Planning Limited by way of an approved product list, from which we select products to recommend to you. This approved product list is thoroughly and continuously researched to ensure these companies have a solid financial foundation, to minimise business and financial risk associated with investing. This approved product list contains both retail and wholesale products from companies in the National Australia Bank Group (as Apogee FP is owned by MLC) as well other companies such as Colonial, AXA/AMP, Perpetual, OnePath, Zurich and BT.
CWM regards being licensed through a large Financial Services Licensee, such as Apogee FP, as a considerable value add to our clients, in that it allows CWM to leverage off the experience and knowledge of the group, resulting in an improved overall benefit to our clients.
A copy of our Financial Services Guide is available via the FSG link on this website under the Licensee menu tab. The FSG outlines our fee structures and areas of advice expertise. All advice is given in accordance with this Financial Services Guide.
Apogee Financial Planning Limited
ABN 28 056 426 932
Australian Financial Services Licensee
License Number: 230689
Apogee Financial Planning
105-153 Miller Street
North Sydney NSW 2059
Tel: (02) 8220 5786