Financial Services Guide

Reliable Trading Circle (we, us) is the new US based home of Cash Flow Options, a company founded by Sean Allison in early 2012 in Perth, Western Australia.

We are a leading, specialised education provider focused on teaching our students how to trade exchange traded options.

Our programs are design for all levels:

Over more than a decade, our courses have educated thousands of students, and at any given time we have hundreds working to better their trading knowledge and accessing our trading tools.

You can find out more about us and about our courses at https://reliabletrading.com/

We believe people have the ability to become financially literate and self-sufficient, no matter their age, background or level of experience.

The Reliable Trading Circle team is dedicated to delivering financial education that is simple, easy-to-follow and jargon-free.

We aim to give people the understanding they need to help secure a better financial future for themselves and for their family.

We seek to provide the highest level of customer satisfaction to our students by offering industry leading courses and tools designed with the goal of helping students to:

As with most investing, there are risks, and you can lose as well as make money, but we believe that investing in yourself is one of the best courses of action you can take to invest in the markets.

We provide services through our handpicked team.

Our team is led by our founder Sean Allison, an Australian who has been trading and investing for over 20 years. Sean is a passionate trader and has helped thousands of people help gain greater control over their financial future.

Our education team comprises expert, professional level instructors. The goal is to teach you how to properly use the power of options to maximise wealth, improve income and manage risk founded on a solid financial education.

Our students pay us fixed dollar amount fees to participate in our educational courses. Fees are payable in advance by credit card on a one off or monthly, semi-annually or annual recurring basis. The fees payable depend on the particular course in which you enrol and are available as part of the enrolment process. Fees can change from time to time.

We do not charge for any other financial services that we may generally provide, for example, when you subscribe to our market updates, but any bespoke services such as arranging for Sean or one of our team to speak at an event will attract additional costs.

Our team comprises management such as directors, as well as employees and contractors.

We may pay salaries to our directors and other employees, and contacting fees to our contractors, and may also pay bonuses which may be related to company performance or other criteria.

Directors, employees and contractors may also own equity in our business and may receive distributions from time to time.

We may from time to time ask organisations and others to help promote our business, and we may pay them fees for their efforts (based for example on how many students they refer to us who enrol). These arrangements would always be on terms which are at least arms length.

We pay Beacon an annual fee in relation to services provided by Beacon as the AFSL holder.

Some shareholders of Beacon are included amongst our own shareholders.

We do not otherwise pay remuneration, commission and other benefits to anyone in respect of, or that is attributable to, the provision of any of the financial services we are authorised to provide.

We do not currently make any payments, for example give people a Commission or rebate, for referring persons to us who become clients.

Options trading involves certain fees and costs, particularly those related to brokerage. It is a matter for you as to who you choose as a broker. From time to time members of our team may refer you to a particular broker for you to consider.

It is possible that from time to time we may receive a payment, for example commission or rebate, for making a referral with respect to a broker. This could take several forms and may for example be by way of a percentage of the brokerage earned by the broker. Australian brokers will have their own financial services guide to which you should refer. Payments received by us do not influence the financial advice we give to clients.

If you use the services of an Australian licensed financial adviser, they will most likely charge you fees, which should be explained to you in their statement of advice.

Other than as mentioned elsewhere in this FSG, neither we, nor any related body corporate has any association or relationship with the issuers of any financial products - for example the issuer of options or any underlying asset or Exchange on which they are traded - that might reasonably be expected to be capable of influencing us in providing any of the financial services we are authorised to provide.

We and Beacon take the management of conflicts of interest very seriously, including the terms on which any related party transactions occur. Policies are designed to ensure that any conflicts are appropriately identified, assessed and evaluated as far as is practicable and are appropriately controlled, avoided and/or disclosed.

Capital 19 Pty Ltd ABN 17 124 264 366 AFSL 441891 is an Australian based financial services provider who we may refer clients too. One of the directors of Capital 19 is also a director of Beacon

Beacon maintains professional indemnity insurance as Australia law (section 912B of the Corporations Act) requires.

We are committed to protecting personal information in relation to Australian clients and our privacy policy is available free at our website or by contacting us.
Students may provide ‘instructions’ to us by contacting us. Generally, email works best.

Our terms of service are available at our website. We strongly encourage you to read these before you enrol in any course.

Not all remuneration, Commission and other benefits is attainable in advance. You may request particulars of such payments provided this request is within a reasonable time after we have given you this financial services guide and before any financial service identified in this guide - namely general financial advice - is provided to you.

We take our commitment to provide accessible services to customers seriously.

If you are deaf or have a hearing or speech impairment, you can contact us on the National Relay Service (NRS), a government initiative that offers an Australia-wide phone service for people who are deaf or have a hearing or speech impairment. It's available at no additional charge:

If you require this Policy is another language, please contact us at the details below.

Email: info@reliabletrading.com
Contact: https://reliabletrading.com/contact/
Website: https://reliabletrading.com/
Australia: 312/32 Surf Parade Broadbeach 4218
USA: NPC World Services Inc. 220 W Yellowstone Hwy Unit 2 Douglas, WY 82633 USA

Email: support@beaconinvestmentpublishing.com.au
Phone: +61408481088
Address: Unit 7, 30 Bronte Street, East Perth, WA 6004