Available Online

Financial Advice Audit

Review and Audit client files

1 h

200 Australian dollars

Customer's Place

Service Description

- Regular review of the client files to ensure there are aligned to FASEA Code of ethics and ASIC's regulatory guides. - Change of Licensee Audit report and Compliance checks

Cancellation Policy

If you need to cancel your appointment, please contact us at least 24 hours before; otherwise, there is a $50 late cancellation fee. To reschedule your appointment, please contact us at least 12 hours before to avoid any cancellation fees.

Contact Details

hooria.goodarzi@upskilladvisers.com

Sydney NSW, Australia