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FinancialServices
ServicesGuide
Guide
Financial
Futuro Financial
Services Services
Pty Ltd Pty Ltd
Futuro Financial
ABN 30 085 870 015 AFSL No: 238478
ABN 30 085 870 015 AFSL No: 238478
WHO WILL BE PROVIDING YOU WITH FINANCIAL SERVICES:
ABOUT US
iPlan Financial Services Australia Pty Ltd (iPlan) is a Financial Planning
Firm based in Milton and services the Brisbane area. We employ 5
financial planners with a combined experience of over 37 years in the
financial planning industry. Together with our financial planners, our 8
support staff provide the highest level of ongoing support to our clients.
iPlan Financial Services Australia Pty Ltd ACN: 106 591 833 as trustee
for the iPlan Australia Trust ABN: 58 928 175 252 is a Corporate
Authorised Representative Number 291288 of Futuro Financial Services
Pty Ltd ABN: 30 085 870 015 AFSL/ACL 238478.
If you have any further questions about the financial services we provide,
please contact iPlan on Tel 07 3367 6555 or email
[email protected].
Authorised Representative
ASIC Number
Trading Name
Business Address
Postal Address
Telephone
Fax
E Mail
291288
iPlan Financial Services
Australia Pty Ltd
Level 1, 4 Park Road
MILTON QLD 4064
PO Box 1969
MILTON QLD 4064
(07) 3367 6555
(07) 3368 3998
[email protected]
FEE FOR SERVICE
Your adviser may operate under a ‘fee for service’ model. Under this
form of payment there are set fees for each service provided to you and
which will only apply with your prior agreement.
If you decide to pay a direct fee for the advice provided (initial and
ongoing) you will be advised of the fee(s) before being provided with the
advice.
These fees (including GST) are as follows:
Initial consultation (1 hour):
Fee for time Advice:
Statement of Advice (Minimum):
Ongoing service fees (per annum):
Nil
Up to $350 per hour
$990
As agreed
COMMISSIONS
Where Futuro may receive commission from a product issuer, it will be
based on:
Investment products – the amount you invest. The amount of upfront
commission received for investment products will vary between 0% and
10% of the amount invested. Ongoing commission will be between 0%
and 1.9%.
Life and disability insurance products — the premium paid. The
upfront commission on insurance products will be between 0% and
150% of the annual premium and the ongoing commission will be
between 0% and 40% of the renewal premium.
Margin Loan Products – up to 0.55% per annum of the total amount of
the loan.
WHO IS RESPONSIBLE FOR THE FINANCIAL SERVICES PROVIDED
Futuro Financial Services Pty Ltd ABN 30 085 870 015 is responsible for
the financial services provided, including the distribution of this Financial
Services Guide (FSG). Futuro holds an Australian Financial Services
Licence Number 238478. Futuro Financial Services can be contacted on
(07) 3018 0400 or in writing to GPO Box 942 Brisbane QLD 4001.
Futuro is responsible for the services provided by any of its authorised
representatives.
WHO ARE MY AUTHORISED REPRESENTATIVES
Authorised Representative
Qualifications
Authorised Representative
ASIC Number
E Mail
GRANT LOECHEL
MFP, Dip.FP, CFP, JP (Qual)
HOW WILL I PAY FOR THE SERVICES PROVIDED
You may pay a fee for the services we provide and/or we may receive a
commission, which is paid to us by the financial product issuer/s or a
combination of both commission and fee for service. Your authorised
representative will give you a Statement of Advice (SoA) containing
these details.
Authorised Representative
Qualifications
Authorised Representative
ASIC Number
E Mail
DARRYL MURPHY
BComm, Dip FS (FP)
FUTURO MAY RECEIVE COMMISSIONS, FEES OR OTHER
BENEFITS CALCULATED FOR PROVIDING THE FINANCIAL
SERVICES
Generally the payment we receive will be based on the service provided.
Details of the payments we receive are contained in the Product
Disclosure Statements (PDS) for most financial product issuers, which
are available from your authorised representative. If you receive
personal advice, your authorised representative will tell you (where
possible in actual dollar amounts) about any commissions, fees, any
other benefits payable and when and how they are paid in the SoA,
before proceeding to act on your instructions.
You have a right to request for further information in relation to the
remuneration, the range of amounts or rates of remuneration, and soft
dollar benefits received by the licensee and/or representative.
Financial Services Guide (FSG) 17 06 2014
239788
[email protected]
410379
[email protected]
Authorised Representative
Qualifications
Authorised Representative
ASIC Number
E Mail
SCOTT STENDRUP
Adv Dip FS (FP), AFPA, C.Dec
Authorised Representative
Qualifications
Authorised Representative
ASIC Number
E Mail
PHILLIP BOYS
Adv. Dip FS (FP)
Authorised Representative
Qualifications
Authorised Representative
ASIC Number
E Mail
310584
[email protected]
411649
[email protected]
SAMUEL OKUMA
BComm, Dip FS (FP)
458314
[email protected]
FinancialServices
ServicesGuide
Guide
Financial
Futuro Financial
Services Services
Pty Ltd Pty Ltd
Futuro Financial
ABN 30 085 870 015 AFSL No: 238478
ABN 30 085 870 015 AFSL No: 238478
GRANT LOECHEL:
Grant Loechel is an Authorised Representative of Futuro Financial
Services Pty Ltd No. 239788. Grant is a Principal of iPlan and has been
in the financial planning industry since 1995. He is a Certified Financial
Planner (CFP), having completed both his Masters in Financial Planning
and Diploma of Financial Planning (DFP), an active member of the
Financial Planning Association of Australia (FPA) and a Justice of the
Peace (JP Qual). Grant has comprehensive experience in the
development of successful wealth building and retirement strategies
designed to meet the clients overall objectives. As your representative,
he is authorised to provide advice on the products listed below:
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PHILLIP BOYS:
Phillip Boys is an Authorised Representative of Futuro Financial Services
Pty Ltd No. 411649. Phillip has been in the financial planning industry
since 2010. He has comprehensive experience in the development of
successful wealth building and retirement strategies designed to meet
the clients overall objectives. As your representative, he is authorised to
provide advice on the products listed below:
Deposit and Payment Products;
Financial Planning;
Life Risk Insurance Products;
Securities;
Managed Investments;
Tax Effective Investments;
Managed Discretionary Accounts;
Superannuation and Retirement Savings Accounts;
Self Managed Superannuation Funds and
Margin Lending
DARRYL MURPHY:
Darryl Murphy is an Authorised Representative of Futuro Financial
Services Pty Ltd No. 410379. Darryl has been in the financial planning
industry since 2010, and has a Bachelor’s Degree in Commerce
majoring in Finance. He has comprehensive experience in the
development of successful wealth building and retirement strategies
designed to meet the clients overall objectives. As your representative,
he is authorised to provide advice on the products listed below:
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Deposit and Payment Products;
Financial Planning;
Life Risk Insurance Products;
Securities;
Managed Investments;
Tax Effective Investments;
Managed Discretionary Accounts;
Superannuation and Retirement Savings Accounts;
Self Managed Superannuation Funds and
Margin Lending
SCOTT STENDRUP:
Scott Stendrup is an Authorised Representative of Futuro Financial
Services Pty Ltd No. 310584. Scott has been in the financial planning
industry since 2002, including over 6 years as a Financial Planner. He
holds a Certificate IV Frontline Management, is an Associate Financial
Planner (AFP) with the FPA, a member of the SMSF Professionals’
Association of Australia (SPAA) and a Commissioner for Declarations
(C.Dec).
Scott has comprehensive experience in the development of successful
wealth building and retirement strategies designed to meet the clients
overall objectives. As your representative, he is authorised to provide
advice on the products listed below:
Financial Services Guide (FSG) 17 06 2014
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Deposit and Payment Products;
Financial Planning;
Life Risk Insurance Products;
Securities;
Managed Investments;
Tax Effective Investments;
Managed Discretionary Accounts;
Superannuation and Retirement Savings Accounts;
Self Managed Superannuation Funds and
Margin Lending
Deposit and Payment Products;
Financial Planning;
Life Risk Insurance Products;
Securities;
Managed Investments;
Tax Effective Investments;
Managed Discretionary Accounts;
Superannuation and Retirement Savings Accounts;
Self Managed Superannuation Funds and
Margin Lending
SAMUEL OKUMA:
Samuel Okuma is an Authorised Representative of Futuro Financial
Services Pty Ltd No. 458314 Samuel has been in the Financial Planning
Industry since 2013 and the Banking and Finance Industry since 2007.
He has a Bachelor’s Degree in Commerce majoring in Financial
Planning. Samuel has comprehensive experience in the development of
successful wealth building and retirement strategies designed to meet
the clients overall objectives. As your representative, he is authorised to
provide advice on the products listed below:







Deposit and Payment Products;
Financial Planning;
Life Risk Insurance Products;
Securities;
Managed Investments;
Superannuation and Retirement Savings Accounts and
Margin Lending