Advisor Centre

Full access to our document library

Welcome to the PGW Financial Services document and template depository library

This library is now found on the PGW Resources Centre OneDrive. If you are having trouble accessing the OneDrive please contact tracey@pgwfinancial.com.au

SOA & ROAFact Finder & Risk ProfileRegisters & ChecklistsAPL & ResearchAML/CTFApproval & MiscellaneousPolicies

Statement of Advice & Record of Advice

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Fact Finding & Risk Profile Templates

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Registers & Checklists

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Anti-Money Laundering / Counter Terrorism Financing

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Approval Forms & Other Templates

PGW Financial Services - Your Financial Services Solution

Promotional document to send other advisers who you believe may be interested in joining PGW and would be a valuable adviser to bring into the group.

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PGW Financial Services Policies

Privacy Policy

Current version May 2022 v11 - Please note this is the most recent version as of May 2022

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