Financial Services Guide
Finchley & Kent Pty Ltd Australian Financial Services Licence No. 555169 | ABN 50 673 291 079 Level 63, 25 Martin Place, Sydney NSW 2000 T 1300 770 996 | E info@finchleyandkent.com.au | W finchleyandkent.com.au Updated: 15th July 2025
Statement of independence
Super Advice Ai complies with s923A of the Corporations Act 2001 and is independent, impartial and unbiased because we: a. do not receive commissions for the general advice we provide on any financial product that might give rise to a commission, without donating it in full to charity; and b. is not owned either partially or wholly by any financial institution or product issuer. The purpose of this document This Financial Services Guide ‘FSG’, authorised by Finchley and Kent Pty Ltd, AFSL 555169, is a document that we are required to provide to you prior to providing you with financial advice.
IMPORTANT: If we provide you with any advice, it will be general or factual in nature only and will not have taken into consideration your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances before you act on any of the information we provide. Before you make any decision about whether to acquire a certain product you should obtain and read the relevant product disclosure statement.
This document details
- Who your adviser is and details of the Australian Financial Services Licensee
- The services that we are authorised to offer
- How we are paid including details of any other relevant parties
- Details of any potential conflicts of interest
- How to make a complaint if you need to
- Other important issues
Who will be providing advice to you
| Corporate Authorised Representative (“CAR”): | Super Advice Ai Pty Ltd |
| ABN: | 73 689 061 014 |
| Authorised representative number: | 001316579 |
| Directors of the CAR: | John Stallman |
| Phone: | 1300 02 6000 |
| Office address: | Level 57, MLC Centre, 25 Martin Place |
| Postal address: | PO Box R1818, Royal Exchange, NSW,1225 |
| Email address: | contact@superadviceai.com.au |
| Website: | superadviceai.com.au |
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Super Advice Ai is authorised to give factual information and general advice that is not personal advice under the following licence:
| Australian Financial Services Licensee: | Finchley and Kent Pty Ltd |
| Number: | 555169 |
| ABN: | 50 673 291 079 |
| Registered address: | Level 63, 25 Martin Place, Sydney, NSW,2000 |
| Postal address: | Level 63, 25 Martin Place, Sydney, NSW,2000 |
| Phone: | 1300 770 996 |
| Email: | Info@finchleyandkent.com.au |
| Website: | Finchleyandkent.com.au |
The services Super Advice Ai is authorised to provide general advice on are:
- Investment and Wealth Creation
- Retirement Planning
- Risk assessment and management
- Life Insurance
- Mortgage and Debt Management
- Financial Planning
- Estate Planning and Business Succession Planning
- Asset Protection
- Superannuation
- Salary Packaging
- Tax Planning
Factual information and general advice only is offered on these services, not personal advice – for more information on what constitutes personal advice please refer to https://moneysmart.gov.au/financial-advice/choosing-a-financial-adviser. Note that while Super Advice Ai can provide factual information and general advice on debt management strategies, it is not licensed to engage in credit activities such as providing credit contracts or leases, securing obligations under credit contracts, or other credit provision services.
Super Advice Ai is authorised to give general advice and factual information on the following types of product:
- Deposit and Payment Products (including Non-basic Deposit Products)
- Government Debentures, Stocks or Bonds
- Life Products (including Investment Life Insurance Products and Life Risk Insurance Products)
- Managed Investment Schemes (including IDPS)
- Retirement Savings Account Products
- Securities
- Superannuation (including Self-Managed Superannuation Funds)
- Margin Lending Facility (including Standard Margin Lending Facility)
How Super Advice Ai is paid
Super Advice Ai receives subscription fees from Super Advice Ai membership subscribers and a referral fee equal to 50% of the advice fees members pay to moneyGPS. Where other referral fees must be received because of the moneyGPS and referee’s process it is fully disclosed to you by them and we donate all of it to charity.
How to make a complaint if you need to
If you have any complaint about the service provided to you, you should take the following steps: 1. Contact Super Advice Ai’s Complaints Officer at contact@superadviceai.com.au and detail your complaint to them. 2. If Super Advice Ai’s Complaints Officer is not able to resolve your complaint satisfactorily within 5 business days, please put your complaint in writing and send it to Independent Financial Advisers Australia Pty Ltd at PO Box 2088, Woden ACT 2606 or by email to admin@ifaaust.com.au. IFA-AUST will try to resolve your complaint quickly and fairly. 3. If you still do not get a satisfactory outcome by 30 days from the day you lodge your complaint, you have the right to forward your complaint to an external dispute resolution scheme. Independent Financial Advisers Australia Pty Ltd is a member of The Australian Financial Complaints Authority (AFCA).
The contact details for this service are: Telephone: 1800 931 678 (free call); Website: www.afca.org.au ; Email: info@afca.org.au Mail: GPO Box 3, Melbourne VIC 3001 If you are not sure who to contact or how to go about making a complaint, call the Australian Securities and Investments Commission (ASIC) on their free infoline 1300 300 630, or refer to ASIC’s MoneySmart website
Other important issues
Code of Ethics Super Advice Ai is not a qualified Financial Adviser; however Super Advice Ai supports the Code of Ethics published by The Financial Adviser Standards and Ethics Authority (FASEA). This code comprises the values and standards that shape and reinforce the profession of Financial Planning. The Code and the Standards within it guide our conduct and enhance our engagement with our clients as well as wider society. For more information on the Code see here. If you have an ethical concern, please contact our “Ethical Standards Officer” at admin@ifa-aust.com.au.
Privacy of client information We may maintain a record of your personal profile, which includes details you have provided to us during the period since our initial contact. We are committed to implementing and promoting a privacy policy that will ensure the privacy and security of your personal information. A copy of that privacy policy is available on request and on our website here or can be provided to you by email on request. If you wish to examine your file, you should ask us, and we will make arrangements for you to do so.
Compensation and insurance Super Advice Ai is covered by the professional indemnity insurance policy of their licensee, Finchley and Kent Pty Ltd. The policy meets the requirements of Section 912B of the Corporations Act and covers claims in relation to our conduct during the time we are licensed by them.
End of Super Advice Ai FSG
