Conflicts of Interest

Loans

If there are any conflicts of interest, apart from the commission, that could potentially influence the advice I give, this will be declared to you as part of our disclosure policy.

I will always prioritise our client’s interests above my own and follow an advice process that ensures my recommendations are based on your individual goals and circumstances. I will ensure that the amount of any loan is in accordance with your identified needs. 

I also provide a table showing the commission rates and types by lender - click here to view **same doc as attached in the ‘commissions section’.

From time to time, I may receive incentives or rewards from lenders. For example, they may provide me with gifts, tickets to events or other incentives. I assure you that this does not influence our advice.

I also undertake regular training on how to manage conflicts of interest and am audited annually by a reputable compliance adviser.