Countrywide Advice
  • Insurance Products
    • Life Insurance
    • Income Protection
    • Business Insurance
    • Trauma Insurance
    • Total & Permanent Disability (TPD)
    • General Insurance
  • Financial Advice
    • Strategic Financial Planning
    • Superannuation Planning
    • Mortgage Broking
    • Retirement Planning
    • Cash Flow Planning
    • Personal Risk Management
    • Debt Management
    • Investment & Wealth Planning
    • Estate Planning
    • Aged Care Advice
    • Centrelink/Social Security & Govt. Assistance
  • About Us
  • Our Process
  • Contact Us
  • Search
  • Menu Menu

Product Disclosure Statement:

Investwide Managed Portfolios

 

Target Market Determinations – Managed Portfolio Name

Investwide Conservative Portfolio

Investwide Moderately Conservative Portfolio

Investwide Balanced Portfolio

Investwide Growth Portfolio

Investwide High Growth Portfolio

 

Disclaimer
Privacy
Financial Services Guides
Managed Portfolio Disclosures

Email: info@cwadvice.com.au
Telephone: 1300 991 479
Facsimile: 03 8732 0266

Street Address:

Office 8, 600 Doncaster Road
Doncaster Vic 3108

Level 2, 35 Dalmore Drive
Scoresby Vic 3189

7 Bath Lane
Bendigo Vic 3550

Suite 1, 1/38 High Street
Wodonga   Vic   3690

Countrywide Advice Pty Ltd (ACN 648 237 914), as trustee for the Countrywide Advice Unit Trust trading as Countrywide Advice, is a Corporate Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294 Australian Financial Services Licensee Licence number 234665.

The Broadley Family Trust (ABN 38 823 670 198), trading as Stuart Broadley & Associates is an authorised representative of Charter Financial Planning Limited ABN 35 002 976 294 Australian Financial Services Licensee Licence number 234665.

Principal Address: Level 11, 699 Collins Street, Docklands  VIC 3008

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

The Authorised Representative provides you with advisory servcies in accordance with the disclosures in the Financial Services and Credit Guide.  Charter Financial Planning is responsible to you for all conduct.   www.charter.com.au

Scroll to top