Client Documents

Financial Services Guide - Con Mavridis

This Financial Services Guide (FSG) should be read before receiving Personal Advice or General Advice from our Authorised Representative, Con Mavridis (ASIC Authorised Representative No: 223021)

Financial Services Guide - AGM Financial Services Pty Ltd

This Financial Services Guide (FSG) should be read before receiving General Advice from AGM Financial Services Pty Ltd (Australian Financial Services No: 246857)

Privacy Policy

Sets out our Privacy Policy

Data Collection Form

Your adviser must have reasonable grounds for making financial recommendations. This form is completed before making such a recommendations. Your advisor must ask you about your investment objectives, financial situation and your particular needs.

Risk Profile Questionnaire

This questionnaire helps us understand your investment experiences and your tolerance to risk. After carefully assessing your risk tolerance, we can recommend investments that are appropriate to you.

Other Forms