Financial Services Guide

Our Financial Services Guide is designed to assist you in deciding whether to use any of the financial services offered by Roger Edwards Insurance Agencies (REIA). It provides you with an understanding of what to expect from your interactions with REIA.

It also contains general information about who we are, how we are paid and how to make a complaint.

Part 1 – contains information about us and the services we can provide to you; and

Part 2 - contains information relevant to the Australian Financial Services Licensee(s) on whose behalf we act in relation to the product(s) we may asist you with and recommend.

For a copy of our general Financial Services Guide click here.

For a copy of our Allianz Financial Services Guide click here.

The information provided in this website should be regarded as general information only, rather than as advice. It has been prepared without taking account of any person's objectives, financial situation or needs. Because of that each person should, before acting on any such information, consider its appropriateness, having regard to their objectives, financial situation and needs. The Mortgage Fund is NOT a bank deposit. Investment in The Mortgage Fund is subject to INVESTMENT RISK, including possible delays in repayment and loss of income or principal invested. The income paid by The Mortgage Fund varies from quarter to quarter and The Mortgage Fund may achieve lower than expected returns in future quarters. No guarantee can be given that future performance will be reflected by data of past performance. Investment in The Mortgage Fund can only be made under the current relevant product disclosure statement (PDS) issued by Stacks Managed Investments Limited ACN 085 843 125 | AFSL 227673 which is available from this website or our office.