There are very few places where a financial adviser can find a sample Statement of Advice in Australia.
Some advisers look to use the ASIC Statement of Advice and tailor the SoA to their business needs but often spending hours working on the SoA document to ensure it meets their dealer group compliance standards.
The best example of Statement of Advice templates that we have found are the SoA documents that are available through SoA Template. For a relatively low price, you can instantly download a Superannuation Statement of Advice template that has all the relevant sections you need to produce a "financial plan" in Australia. They also offer File Note templates, Record of Advice templates, top Financial Planning strategy text details and other templates.
