Limited Advice (Phone Based)

The Limited Advice Service is available to existing First State Super Accumulation members and First State Super Income Stream holders.  

This is a telephone based service that is limited and does not provide a comprehensive advice service (which would take into account all aspects of your financial situation)

The Limited Advice Team can assist you with:

  • Member Investment Options and Risk Profile
  • Product Comparison and Superannuation Consolidation
  • Insurance Gap Analysis
  • Transition to Retirement Income Stream analysis
  • Account Based Pensions and Retirement Income Streams (General Information Only)

  • Referrals to a FSSFP Financial Planner

 If we find that scope of the advice required by you extends beyond the limited advice service offering, we will refer you to a comprehensive FSSFP Financial Planner.

To talk to the Limited Advice Team, please make a booking using the Book an Appointment link on the side of the page.