JM Financial Planning is member firm of Australian Financial Services Limited AFSL No 297239.   As a member firm, we are privileged to be able to access their technical support and product research.

Product Research

AFS appointed Lonsec as their research house in May 2004.

Together, they have compiled the AFS recommended list, incorporating 250 products providing significant diversity and choice.

The head of Lonsec research sits on the AFS Investment Committee along with their CEO and Head of Compliance.

AFS Investment Committee Charter

The AFS Investment Committee’s objective is to maintain a comprehensive menu of products that will provide AFS advisers with the necessary tools to implement financial planning strategies that meet the needs of their clients.

 

 

AFS Limited