Page 17 - Client Review Report Redacted

Our Referral Policy

A referral from an existing client is not only the
highest compliment we could receive, but the ꟷ All referrals from clients are treated on a
preferred way for a new client to find us. no-obligation basis. We welcome the
opportunity to meet with any referrals -
If you are happy with our services and know there is absolutely no pressure placed on
someone in need of advice or assistance with them to do business with us.
their financial affairs, then we would be
delighted to receive a personal introduction. ꟷ We maintain strict confidentiality and
privacy procedures between clients and any
With little independent information available, a of their referrals. This means we cannot
referral from a friend, family member, and will not discuss either party's situation
colleague or professional connection makes between them. (Please refer to our Privacy
the process of finding a trusted adviser much Policy on www.psk.com.au.)
easier and provides comfort to the new client.
ꟷ We ask you to briefly introduce us to the
As a result, we receive many referrals from our person you are referring to us (for example
clients and treat each of those referrals very through an email or telephone call). This
seriously. Should you know someone who you avoids any surprises when we contact your
believe would benefit from our assistance in friend, family member or colleague and
the future, please consider PSK’s Referral ensures we aren’t perceived by them as
Policy: unsolicited sales or marketing callers.

Sydney | Wollongong | Canberra | Melbourne | Adelaide | Brisbane | Townsville | Cairns
PSK Financial Services Group Pty Ltd (ABN 24 134 987 205) trading as PSK Private Wealth
PSK Advisory Services Pty Ltd (ABN 30 008 587 595) AFSL 234656