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Your Recognition

Referral rewards



Until 30 November 2020, you will receive an extra $5 for every qualified referral to Fiduciary. Offer available to Office Managers and Tax Consultants.



What does that mean?

  • Referral form must be fully completed, i.e. include both mobile number and client email address
  • The client must:
    • Take our phone call
    • Have a specific advice or product need ‘now’ - i.e. it must be actioned within one month, to complete vs. wanting to discuss a general query, simply seeking information only,
    • Have an advice need that must be covered by our AFSL, or we can in fact provide advice for via one of our referral partners, i.e. super, property, lending, retirement planning, investment etc,
    • Be an Australian resident or citizen and over 18 years old*.
  • The incentive will not cover any inquiry which is non-advice related under our AFSL for scaled advice, such as: Centrelink, international pension or foreign pensions/investments.

*A Corporations Act Requirement for any AFSL.