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FPA
FINANCIAL PLANNING ASSOCIATION
of Australia Limited
PRINCIPAL MEMBER


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SAMPLE AUTHORISED
REPRESENTATIVES' AGREEMENT


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SAMPLE FINANCIAL
SERVICES GUIDE

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Complaints
Manual

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Conflict of Interest
Manual

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MCA Financial Planners
Suite 2, 3 Colemans Road
Carrum Downs, Victoria 3201.
Phone: 03 8682 9134

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AUTHORISED REPRESENTATIVE TERRY O'BRIEN LICENSED SECURITIES DEALER No. 223610
MCA Financial Planners
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Allow us to introduce you to MCA financial Planners Pty Ltd ("MCA") an AFSL Dealer Group that is dedicated to helping Accountants and Financial Planners prosper by unlocking the Investment advice   potential within your Firm .

 MCA does not have any ownership connections with life offices, banks or fund managers. This allows its representatives full scope to provide advice and recommendations that are objective and not influenced by fund manager commissions and the commercial desire to maximize funds under management .

MCA
specializes in providing low cost proper authorities to accounting practices and financial planners.

It sets the scope of the proper authority so that the member only pays for the services it needs, and is not forced to pay for the services it does not need, or which are available elsewhere at low cost or even for free.

MCA
does not require its members to market managed funds or Insurance products. There are no conditions or requirements for minimum funds under management or monthly or annual sales targets.

MCA
does not interfere with the conduct of the members in any way, except to require the member to comply with the Corporations Act and other relevant legislation.
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MCA financial Planners Pty Ltd
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Trusts and Self-managed superannuation funds $90
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Company registrations  $550
($150 set up fee plus
$400 ASIC disbursement)

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