We’ve got some exciting news to share with you!
At Axios, we have always been focused on providing you, our client, with the highest level of expertise and care when it comes to advising on your financial affairs. For over three decades, we have supported and guided hundreds of clients towards a brighter financial future. As we grow as a business, we are always looking for ways to improve the quality of our offering so that we can continue to exceed the expectations of our clients and remain a leader in the field of financial planning and advice.
In line with this mission, Axios will move from being an Authorised representative of Charter to become an Authorised Representative of FMD Advisory Services Pty Ltd. This merge will mean that Bentley, Rohan, Teresa, Andrew and all of the Axios staff will join the FMD team later this year. Practically, what this means for our clients is that they can now expect an improved service offering and a larger, devoted team of advisors and client support, working together to provide you with the best in advice, products and services. This change will not affect your current advice, investments or insurance arrangements. Even better, there will be no changes to your fees or any costs to you.
FMD share the core values of Axios, including their central focus on the best financial interests of its clients. Our shared principles are one of the main reasons why we have selected FMD as the best fit for our clients, advisors and staff, as we remain unwavering in our commitment to offer our clients the very best in financial advice and customer service.
As we move into this new exciting phase of growth, we look forward to taking you with us on our journey as we build the business so that it can continue to cater to the growing needs of our clientele now and into the future.
Industry regulation requires all clients opt-in to FMD Financial Services. You will receive a consent letter in the mail which allows Axios to bring you across to our new service provider. If for whatever reason you choose not to remain with our team, please complete the Charter opt-out form.
Our team remains committed to transparency and open communication. With this mind, please feel free to contact your advisor or one of the Axios team members with any questions or concerns.
Like everything we do at Axios, the client’s best interest always comes first. With this is mind, we are confident that this move is a positive one for the firm and its clientele and we look forward to continuing to service you under the FMD banner come November.
Axios Financial Solutions are a team of respected and highly regarded financial planners with offices on St Kilda Rd Melbourne. Axios helps their clients meet their desired outcomes by providing tailored financial services, strategies, advice and solutions. You can contact them at email@example.com or (03) 9869 5555.
Axios Financial Solutions Pty Ltd (ACN 007 299 014), is an Authorised Representative of Charter Financial Planning Ltd, Australian Financial Services Licensee 234665
Please note that the information in this article is of a general nature only and has not taken into consideration your individual circumstances. Should you wish to discuss your personal circumstances please call us on 03 9869 5555 or email firstname.lastname@example.org.
Level 3 The Metropolis
480 St Kilda Road
Melbourne Vic 3004