If members require advice regarding financial services that we are not authorised to provide, by arrangement Heritage Isle may refer you to Investor Financial Planning a Licensed Dealer in Securities & Registered Life Broker. The credit union may be entitled to receive a share of any commission that Investor Financial Planning receives from any institution with whom investments are placed on a member's behalf. These fees and commissions will be disclosed fully in the written report provided to members.
To arrange a free referal to Investor Financial Planning Pty Ltd, Please contact us today.
Any advice on this website does not take into account your personal objectives, financial situation or needs and you should consider whether it is appropriate for you. Heritage Isle recommends you read the Terms and Conditions for the product and our Financial Services Guide before acquiring the product.
