ANIL PAWAR
| AR No.1002905
WestCoast Wealth Advisory Services Pty Ltd
| CAR No.1252382
Authorisations
Authorisations I am an authorised representative of Matrix Planning Solutions Ltd.
I am authorised in the following financial services and products:
-Superannuation
-Pensions & Annuities
-Self Managed Superannuation Funds
-Retirement Savings Accounts
-Cash & Term Deposits
-Managed Investments
-Investment Bonds
-Exchange Traded Products
-Government Debentures
-Listed Securities (shares & other products)
-Life Insurance
-Total & Permanent Disability Insurance
-Trauma Insurance
-Income Protection Insurance
-Centrelink / Veterans' Affairs Assistance
-Business Insurance
-Insurance Claims Assistance
-Budgeting and Cashflow Management
-Debt Management
Renumeration
* Based on a % of funds invested or insurance premiums ^ Applicable from 1 January 2020 to new policies. If the policy was issued before 1 January 2020, commission of up to 130% will apply to additional cover.
Renumeration Up to
Hourly Rate $450
Renumeration Initial Per Annum
Advisor Service Fee $0 to $15K $0 to $25K
Insurance Commission 0% to 66%^ 0% to 35%
I am remunerated by: Salary plus bonus and profit share
The following tables summaries the types of fees or commissions and indicative amounts that are applicable to the services that we provide. Before providing you with advice or services, I will agree with you the fees that apply. All amounts are inclusive of Goods and Services Tax (GST).
Benefits, Interests and Associations
The business and I do not have any related parties, shareholdings or referral arrangements that may influence my advice.