Additional Services

Additional Services provided:

  • Access to your financial planner and our support staff, who are dedicated to providing you with ongoing advice and assistance.
  • Full access to our website –
  • Annual Review Consultation meeting (optional). We will provide you with a comprehensive analysis of your overall needs in line with your current situation.
  • Annual Review Report.  After your consultation we will provide you with your personalised Annual Review Report outlining the areas mentioned above, providing risk insurance recommendations accordingly via a Statement of Advice.
  • Access to an extensive range of investment options through our Authorised Dealer Group at ClearView.
  • Financial advice from our referral partners Accum Group for major projects, mortgages and self-managed superannuation.

This website is intended to provide general information only and has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement (PDS) before making any decision about a product. A copy of the relevant PDS can be obtained from The Financial Clinic. The Financial Clinic (Vic) Pty Ltd is a Corporate Authorised Representative (274610) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFSL No. 331367. Registered address Level 12, 20 Bond Street Sydney NSW 2000.