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Initial consultation

Free of charge (subject to no personal advice)

Advice preparation

Completion of needs analysis: Free (initial consultation)

Advice preparation: minimum fee of $550

The actual fee for the preparation of advice will vary depending on the complexity of your situation and the advice required.

Prior to you agreeing to proceed with the preparation of a Statement of Advice, the actual fee will be quoted to you.

Implementation

Up to 2.0% for up to $100,000

Up to 1.5% from $100,001 to $250,000

Up to 1.0% for any amount over $250,001

This fee may be paid by cheque or deducted from any investment product. The actual fee will be stated in the Statement of Advice and agreed with you prior to the placement of your investments.

Review service

No fee. Included in the ongoing adviser service fee calculated as a percentage of your total portfolio to a maximum of 1.0%.

Consulting fees

$220 per hour

For any other service you require that is not specified above, we will charge you at the above hourly rate.

Commissions

Refer to the Financial Services and Credit Guide for a detailed explanation of commissions that may be paid by product issuer(s).

Brett is a Director of Tilley Financial Group Pty Ltd and receives a salary.

The above is a guide only and full details of fees, charges and any other benefits will be disclosed upon recommendation of products.

Note: All fees and charges quoted are inclusive of GST.

Fees & Charges
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The information on this website may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.





Tilley Financial Group Pty Ltd, ABN 17 058 240 403, is a Corporate Authorised Representative (No. 253394) of Aon Hewitt Financial Advice Limited. (Australian Financial Services License No 239183), ABN 13 091 225 642.  Brett Tilley is an Authorised Representative (No. 274414) and Lia Johnson is an Authorised Representative (No.471190) of Aon Hewitt Financial Advice Limited. (Australian Financial Services License No. 239183). Aon Hewitt Head Office: Level 33, 201 Kent Street, Sydney NSW 2000.

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