FINANCIAL SERVICES GUIDE
You can download a copy of the ‘Financial Services Guide’ as a PDF document by clicking here.
Share Smart is a registered business name of GO Markets Securities Pty Limited
ABN: 24 653 400 527
Corporate Authorised Representative No. 129263
Level 11, 447 Collins Street
Melbourne VIC 3000
www.sharesmart.com.au
1. ABOUT THIS FINANCIAL SERVICES GUIDE
This Financial Services Guide (“FSG”) is designed to assist you in deciding whether to use any of the financial services offered by Share Smart (ABN: 24 653 400 527) (“Share Smart, We, Us or Our”), a Corporate Authorised Representative (CAR: #129263) of Sanlam Private Wealth Pty Ltd the holder of Australian Financial Services Licence (“AFSL”) (AFSL: 337927).
This FSG provides important information for retail and wholesale investors to help you decide whether to use our services. It contains important information about:
- Who we are and how you can contact us;
- The financial services we are authorised to provide to you;
- The cost of our services and how we are remunerated;
- The disclosure documents and statements you will receive;
- How we will deal with your personal information; and
- Our internal and external dispute resolution processes.
Please contact us directly if you would like further information on this FSG or on any of our services.
2. HOW TO CONTACT US
You can contact and find out more about us in the following ways:
Phone: 1800 885 571
Email: success@sharesmart.com.au
Write to:
Go Markets Pty Ltd
Level 11, 447 Collins Street
Melbourne VIC 3000
3. ABOUT US AND THE FINANCIAL SERVICES, WE OFFER
Share Smart Australia is a Corporate Authorised Representative of Sanlam Private Wealth Pty Ltd the holder of an Australian Financial Services Licence (AFSL: 337927) issued by the Australian Securities and Investments Commission (“ASIC”). Under our Corporate Authorised Representative status, we are authorised to provide a range of financial services including advisory and dealing services to retail and wholesale clients.
What advice do we offer you?
Share Smart provides general financial product advice only. This means that the advice does not relate specifically to you and does not take into account your objectives, financial situation or particular needs. You should consider the appropriateness of the advice prior to acting on any advice provided to you. You should also consider the relevant Share Trading legal documents before you decide whether or not to acquire any of the share trading services.
Upon becoming a member of Share Smart you will have access to online educational material where you will be taught about the financial markets and the strategies Share Smart employs to trade them.
We will not advise you as to whether the educational material provided is suitable for you because it is general advice. You will need to decide that for yourself, knowing your own objectives, financial situation and needs. You should seek independent financial advice from a registered and licensed professional regarding the suitability of our products and services to your personal financial needs. Share Smart Australia does not offer personal advice to clients.
4. USING OUR SERVICES
Our representatives may provide you with general advice through a number of means including:
- In-Person;
- Email / Website;
- Telephone; and
- Newsletter.
5. OUR FEES AND CHARGES
When Share Smart provides financial services to you, certain fees may be charged for providing these financial services.
SUBSCRIPTION FEES
Australian Securities Exchange (ASX) $49 (including GST) per month.
London Stock Exchange (LSE) $49 (including GST) per month
Our Subscription Fees provide updated Equities and Indices for the exchanges subscribed to on an end-of-day basis. If you stop paying the Subscription Fees, access to end-of-day data will cease and the scan features in the platform will no longer be available to you.
If you acquire or enter into a financial product we refer you to, the provider will charge you costs as set out in their PDS or offer document.
We will endeavour to explain all fees payable by you at the time the advice is provided or as soon as practicable after that time. You can request further particulars of remuneration, fees and commissions we receive by using the contact details provided above.
6. DISPUTE RESOLUTION
We have internal and external dispute resolution procedures to resolve complaints from clients. A copy of these procedures may be obtained by contacting us and requesting a copy.
If you have a complaint about the financial services, you may undertake the following steps:
1. Contact our Compliance Officer and tell us about your complaint. Notifications of complaints should be done in writing and addressed to:
Attn: Compliance Officer
Email: support@sharesmart.com.au
Or write to:
Attn: Compliance Officer
Go Markets
Level 11, 447 Collins Street
Melbourne VIC 3000
Australia
We will endeavour to resolve your complaint quickly and fairly.
2. If you are still not satisfied with the outcome you have the right to complain to an external dispute resolution scheme. You may lodge your complaint with the Australian Financial Complaints Authority (AFCA).
Australian Financial Complaints Authority
GPO Box 3
Melbourne VIC 3001
Australia
Freecall: 1800 931 678
Email: info@afca.org.au
Testimonials
"Thank you for the best Webinar I have experienced. It was so well presented and very practical. You explain things so simply that even the newest people can follow. I was blown away with the Trading Checklist you developed and presented. Awesome!..."
Greg M, Bundaberg
"I appreciate the ongoing live and recorded webinars as well as the support provided. My mentor explains everything well and in detail. The ShareSmart team are always swift to respond to any queries. I feel confident with the ShareSmart platform and have enjoyed the education process. Thank you...."
David E, Mount Isa
"The ShareSmart platform has been great for the ongoing Education process and ease of use. The training and mentoring provided by the team has been a positive experience. No complaints at all, Thank you...."
Donna and Tony S, Mount Tamborine
"The ShareSmart platform is great for monitoring the market. I’ve been trading for 5 years and appreciate ShareSmarts simple setup and automated alerts...."
Sandra J, Woonona
"I’m usually very time poor so it’s great to have ShareSmart’s ongoing support and flexibility. ShareSmarts principles work when applied...."
Ian B, Benowa
"The support from Chris during my time has been of the highest of standards. I commend your company with his continual support and guidance with all aspects of my education and the future trading techniques I have now acquired. This has allowed me to grow in many diverse avenues for my investment strategies. I look forward to continuing this relationship with Chris in moving forward...."
Leigh K, Broadbeach
"I would like to thank all the staff at ShareSmart for all your help. In only a few of months I started with no knowledge of the Stock Market and I am now trading with a very high success rate. ShareSmart is a great platform, with an excellent education course and fantastic ongoing support...."
Denis L, Woodcroft
"Dear ShareSmart, I was extremely nervous and dubious as to whether I could learn a program like ShareSmart never mind entering a total different industry. I have always worked in the health and wellness sector and didn't really take too much notice of the markets and financial industry. My husband persuaded me to try it as he is too busy and we want to improve our financial situation as we lost a portion of our wealth immigrating here...."
Sharon B, Bridgeman Downs
"I use ShareSmart nightly and it is great not to spend hours researching and looking over graphs as once you have set up your criteria ShareSmart will do it all for you and send an e-mail when a stop loss or buy signal is hit in the watch list or your portfolio, also the home screen notifies you as soon as you start the program. The program is great as being in the latter years and not a computer guru it is so easy to understand and use, the TAB ..."
Ron W, Walkerston
"I joined ShareSmart in June 2014 and since then I have not looked back. I find their software easy to use and it has given me great trades. Even on the days the market was falling I was able to find excellent opportunities. The support I get is also important to me, my Mentor made himself available to coach me and there is also a fortnightly webinar that keeps me focused. I am so happy with the results that I can now see my financial goals are ..."
Rob K, Mudgeeraba
"I want to thank everyone at ShareSmart for the wonderful education and ongoing support you have given me. I have been actively trading for about 4 months now and just made my most significant gain yet. I realise, as you have often repeated, it is not the stock or my move, but the market timing and trend. In addition, by following your education, I have had very few losses and those have been very minimal. A lot of my friends are so afraid of the ..."
M Henry, Kayleen
"Can I also say how good ShareSmart is – a definite improvement on other programs. ShareSmart is much easier. Only including the initial bull signal for the scan reduces the overall scan results down to a much more manageable number. Once you have selected the stocks for the watchlist and set high/lows, then the watchlist itself is easy to view and maintain. I also like the way the portfolio is set out and how it shows clearly where your ..."
Karen, Liverpool UK
"...with their understanding, perseverance, and the general follow-up with help, large problems became small. Courtesy, care and patience always present, nothing left unsolved...."
Iris K, Prospect
"Overall, I think ShareSmart is magnificent. All the staff that I have had anything to do with regarding my problems from time to time, have been like yourself - the best there is. Thank You all so much again, I am truly grateful...."
Lindsay H, Invermay Park
"I was an absolute trading novice when I purchased the ShareSmart programme, apart from severe losses through managed funds. I became determined to manage my money myself, and remain humbly committed to successful trading. There is much to learn, and my Mentor has been an excellent with undying patience, running fortnightly helpful webinars, and ongoing help whenever needed. I nervously placed my first trade late October 2013. This took me all ..."
Sandra F, Croydon North
"This is just to thank ShareSmart for the webinars and confirm that they are most welcome and extremely important to keep improving our trading ability. Trading can be very disheartening without continued support. Most of the feedback we hear form friends tend to be on the negative in the long run! Once again thank you very much for your great support, the quality of the webinars is great and much appreciated...."
