Important documents
Financial Services Guide
Our Financial Services Guide explains the services we offer, how we and our licensee are paid, and how to make a complaint.
Download the Financial Services Guide (PDF)
In brief
- iMoney Pty Ltd is a Corporate Authorised Representative (No. 000448872) of AD Advisory Services Pty Ltd, AFSL 237058.
- We provide personal and general advice on investments, superannuation, retirement planning, life insurance, estate planning, cash management and margin lending.
- We are not independent, because we may receive commissions on life insurance products.
- Our licensee holds professional indemnity insurance and is a member of the Australian Financial Complaints Authority (AFCA).
Please read the full Financial Services Guide before deciding to use our services.