Site Content
Resources
On this page you will find the following downloadable resources;
Financial Advice And You Booklet - This informative Booklet produced by ASIC helps to answer common questions about seeking financial advice and what to expect.
Libertas Financial Services Guide - Our Financial Services Guide is an important document that is designed to give you an overview of the Financial Services offered. We must provide this document to all our clients by law.
Libertas Fact Finding Document - Client data collection Document
Risk Profile Questionaire - A short questionnaire to determine what kind of investor you are.
What to Bring to your Appointment - A list of documents for you to bring to your first appointment.