Stephen Varhegyi and Jim Jelich are both authorised representatives of . is Australia's largest independently owned network of accountants, specialising in wealth advice, Australian Financial Services Licensee No.227232

As members of , we can provide advice to suit your particular needs. Not everyone requires a comprehensive financial plan. We therefore offer three different services:

• No advice, placement only service
• Restricted advice, limited to a specific area or areas of your finances
• A fully comprehensive financial plan, covering all areas of your finances, including budgeting, retirement, wealth protection, estate planning etc.

The normal procedure we follow in providing advice is as follows:

1. A FREE introductory meeting, where we provide you with our Financial Services Guide and briefly discuss our services. If you are happy we then proceed to the next step;

2. An information session, where we collect your financial information, find out more about you, your objectives and your attitude to investing. We will only recommend investments or products which are suitable for you and your stated objectives. That's why it's important we understand you, your individual concerns and goals.

3. We then prepare a written Statement of Advice, where we discuss any issues or problems and outline a strategy (or strategies) to help you achieve your objectives. We will also outline all fees and charges associated with the recommendations.

4. We will arrange another meeting with you to explain the Statement of Advice and the recommendations. It is important that you understand why we have recommended certain courses of action and products. We expect you to ask a lot of questions and are happy to answer them for you. If you are happy with our recommendations, we then proceed to the next step.

5. We will help you to establish your strategy. Assist you with all the necessary paperwork and red tape.

6. Once your strategy is in place, it's important that it is regularly reviewed to ensure you are on track to achieving your goals. As a minimum we suggest that you have a thorough review of your finances every twelve months. We offer a Total Financial Care service which provides regular annual reviews, as well as a range of other services.

Via the My Net Wealth section of our website, you are able to track the progress of your investments 24 hours a day, 7 days a week. You may also sign up for the newsletter.

At all times, you remain in control of your investments and we cannot implement changes without your signed approval.

Please click here for the Financial Planning Questionnaire, which will provide Austax with some background information prior to your FREE initial consulation.

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