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AFSL No. 253125

ABN: 71 106 823 241

Rhonda is the director of Essential Financial Advice Services Pty Ltd who is a corporate authorised representative of Politis Investment Strategies Pty Ltd ABN: 71 106 823 241, an Australian Financial Service Licence holder, No. 253125.  

Rhonda Futterleib is authorised by Politis Investment Strategies Pty Ltd to:

 

a)     provide general and personal advice in relation to the following:

                

                (i)  bank deposit and payment products; 

               (ii)  the Licensee's managed discretionary account service;

              (iii)  sale or transfer of listed securities (where such listed securities were

                     held by Clients prior to becoming a Client) to a licensee managed 

                     discretionary account;

              (iv)  the establishment and the winding up of a self managed superannuation                              fund;

              (v)  the commencement and commutation of superannuation pensions and                               withdrawals of lump sums; as well as making all types of superannuation                             contributions;

              (vi)  the rollover and transferring of accumulated superannuation membership                            benefits from an existing superannuation entity to a self managed                                          superannuation fund;

             (vii)  a regulated superannuation fund entering into a borrowing arrangement in                          accordance with the rules specified in the Superannuation Industry                                        (Supervision) Act 1993;

            (viii)  gearing for investing in financial products, however no margin lending

                     advice or advice in respect of such facilities or the like in respect of

                     financial pro are authorised, except when advising on the repayment

                     of debt within existing margin loan facilities or any other

                     such facilities; and

              (ix)  sale or transfer of investments from a managed investment scheme that is                          not otherwise within paragraphs (a)(i) to (a)(viii) above into a financial product                        in accordance with paragraphs (a)(i) to (a)(viii).  

b)     provide general advice in relation to securities. 

c)     provide general advice and personal advice regarding risk products and participation         in superannuation funds in relation to risk products issued by life risk insurers that               have been approved by Politis Investment Strategies.  

The Financial Planners of Essential Financial Advice Services provide financial advice as an authorised representative of Politis investment Strategies Pty Ltd.  

Politis Investment Strategies Head Office Location

1st Floor, NCYC Commercial Centre

91 Hannell Street, Wickham NSW 2293