Your financial services guide

Who are we?

Fordham Business Advisors Pty Ltd is a Chartered Accountant practice. We are a wholly owned specialist subsidiary of Perpetual Limited (ABN 86 000431 827) providing business owners with accounting and tax, strategy and planning and operational performance services.

Financial services we provide

We hold a limited AFSL which authorises us to:

    • Provide financial product advice (general or personal advice) on superannuation limited to:
    • Self-managed superannuation funds (SMSF)
    • Your existing holding in a superannuation product, but only to the extent required for:

– Making a recommendation that you establish a SMSF; and
– Providing advice to you on contributions or pensions under the superannuation product

  • Provide class of product advice with respect to superannuation
  • Arrange to deal in a SMSF to retail and wholesale clients

Class of product advice allows us to provide you with financial product advice about a class of products. However it does not allow us to recommend any particular financial product available in the market.

For advice about which financial products your SMSF should invest in and how to apply or redeem those financial products, you will need to contact an authorised financial advisor.

Further information

You can obtain further information about us by downloading our complete financial services guide below.

Download Your financial services guide

Download CPD Policy