Our Process

Financial Plan

Making the decision to meet with a financial adviser can be daunting for many people. Understanding the process that your adviser will follow when meeting with you and being prepared for what you can expect can help you feel comfortable with your decision.

Financial Services Guide

When meeting with our advisers you will be provided a Financial Services Guide. This Financial Services Guide is designed to assist you in deciding whether to use any of the financial services offered by us. This document outlines the following information:

  • Who we are;
  • The financial services and products we offer;
  • Our fee for our advice;
  • Your Privacy;
  • How we deal with any complaints;
  • How we can be contacted.

Link to our Financial Services Guide

  • Disclaimer : Matthew Hawkins & SRHFP Nominees Pty Ltd (ACN: 155711158) ATF SRHFP Unit Trust (ABN: 96013180603) T/A Elevate Wealth Solutions, Authorised Representative of GWM Adviser Services Limited, Australian Financial Services Licensee. Registered Office at 105-153 Miller Street, North Sydney, NSW, 2060. Please note that GWM Adviser Services Limited is not responsible for the advice and services provided by Scanlon Richardson Financial Group.

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