Hillman Morgan Referral Policy

We know from experience most people are more comfortable receiving financial advice from a business that a trustworthy family member or friend vouches for.

At Hillman Morgan we encourage our clients to refer family members, friends and business colleagues who they think may need our help.

Our referral policy is outlined below:

  • All potential clients referred to us are treated on a no obligation basis. An initial introductory meeting with one of our financial planners is offered at our cost.
  • We are delighted to meet with any referrals you make and we will let them know whether we can help them or not.
  • We adhere to a strict Confidentiality and Privacy Policy with all existing and referred clients. We shall not discuss any client situation with any other client.
  • Assuming we have permission we will contact referring clients and let them know as to whether we were able to assist the individuals referred.

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    Your privacy is important to us and AMP Financial Planning which is part of AMP. You may request access to your personal information at any time by calling us or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.