Financial Planning made simple.
We own a licensed financial services company MyLife MyAdvice.
CSF Financial Services Pty Limited (ABN 38 100 468 200), trading as MyLife MyAdvice, Level 1, 535 Bourke Street, Melbourne VIC 3000. MyLife MyAdvice is wholly owned by CSF Pty Limited (ABN 30 006 169 286; AFSL 246664), the trustee company of MyLifeMyMoney Superannuation Fund (ABN 50 237 896 957). MyLife MyAdvice is a Corporate Authorised Representative (CAR 248127) of CSF Pty Limited.
Under The Trustee's AFS Licence, we are authorised to provide you with professional advice on a range of issues that takes into account your personal circumstances and individual needs. Our priority is to provide you with practical strategies and advice that is in your best interests and assist you in meeting your goals and objectives, whatever they may be.
Who provides you with the advice?
MyLife MyAdvice employs a qualified and experienced team of salaried professionals to provide you with a range of financial services and advice.
MyLife MyAdvice financial planners:
- are salaried employees
- do not receive commissions
- do not have any association or relationship with other product providers
For a full explanation of fees and other important information, refer to the “Our fees and charges” section of the Financial Services Guide.
How does MyLife MyAdvice provide you with financial advice?
When we provide you with personal advice, you receive a Statement of Advice (SoA), commonly referred to as a financial plan. This document details the personal advice provided, the basis on which it is given and other important information to help you make the right decision for now and into the future.
Specialist financial product advice
We are authorised to provide you with advice about and deal in the following financial products:
- retirement products including:
- account based pensions
- pre-retirement pensions
- deposit & payment products including First Home Saver Accounts
- managed investments
- life insurance and income protection insurance
- aged care.
Although we cannot provide a service to buy or sell securities, we can refer you to a stockbroker to assist you if required.
Meet the MyLife MyAdvice team
General Manager (pictured)
Our team of qualified financial planners are listed below:
Access to free seminars
As a client of MyLife MyAdvice you will have access to free seminars on a wide range of topics and issues.
Financial Service Guide (FSG)
To find out how we operate, our relationship with MyLife MyPension and what information you will receive, please refer to our Financial Services Guide.
Need More Information
Contact MyLife MyAdvice using the below details for more information about the services we can provide you.
Call 1300 963 720 or email firstname.lastname@example.org