As a cornerstone of our company philosophy, integrity and ethical behaviour are non-negotiable priorities. Simply put, nothing comes before the protection of our clients' interests - our fiduciary duty.
In accordance with our desire to satisfy all disclosure requirements concerning the FPA Code-of-Ethics and the Australian Securities Investment Commission (ASIC) advisory services guidelines, we have summarised a series of the most asked questions and the answers concerning our business services, procedures, staff involvement and costs.
You have the right to ask us about our charges, the type of advice we will give you, and what you can do if you have any complaint about our service.
As a Principal Member of the Financial Planning Association, Hewison's diligently follows the FPA Code-of-Ethics.
Members shall observe high standards of honesty and integrity in conducting their financial planning business and in the provision of financial planning services.
Members shall provide competent financial planning services and maintain the necessary knowledge and skill to continue to do so in those areas in which the Member is engaged.
Members shall act with the due skill, care and diligence in the provision of financial planning services.
Members shall not disclose any confidential information without the specific consent of the provider of that information unless compelled to by law or as required to fulfil their legal obligations.
Members shall disclose to the client any limitation on their ability to provide objective financial planning services.
Members shall provide financial planning services in a manner that is fair and reasonable.
Members shall ensure their conduct does not bring discredit to the financial planning profession.
Members shall ensure their conduct complies with the Memorandum and Articles of Association of the FPA, the FPA's regulations and Professional Standards.