Compliance / Privacy
Phillip Burgess
Client Profile - Phil Burgess (1422 KB)
FSG V14.0 - Phil Burgess (1260 KB)
Scott Taylor
Client Profile - Scott Taylor (1422 KB)
FSG V14.0 - Scott Taylor (1229 KB)
Craig Brennan
Client Profile - Craig Brennan (1429 KB)
FSG V14.0 - Craig Brennan (1229 KB)
Generic Forms:
Website disclaimer:
Information provided on this website is general in nature and does not constitute financial advice.
Financial Accord Pty Ltd will endeavour to update the website as needed. However, information can change without notice and Financial Accord Pty Ltd does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.
Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.
Financial Accord Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, (AXAFP or CharterFP), its employees do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, copyright of information provided on this website is owned by (AXAFP or CharterFP). You may not alter or modify this information in any way, including the removal of this copyright notice.
Privacy, Professional Indemnity and Complaints:
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Financial Accord Pty Ltd maintains a record of your personal information. You have the right to withhold personal information, but this may compromise the effectiveness of the advice you receive. A copy of any recommendations made to you will be retained by Financial Accord Pty Ltd for seven years. Please contact Financial Accord Pty Ltd to review your file. Charter Financial Planning and Financial Accord Pty Ltd implement a privacy policy, which ensures the privacy and security of your personal information. You can request a copy of the policy from Financial Accord Pty Ltd. Another financial adviser may be appointed to you if your adviser leaves Charter Financial Planning or is unable to attend to your needs due to an extended absence from the business. In these circumstances, Charter Financial Planning will write to you advising you of the change. Your personal information will be passed on to the new adviser. If you choose to appoint a new financial adviser, your new adviser will be provided access to your policy information. They will be responsible for providing you with ongoing advice relating to those policies and all future advice fees deducted from the policy/(ies) will be paid to your new adviser. |
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Professional indemnity insurance is maintained by Charter Financial Planning and Financial Accord Pty Ltd to cover advice, actions and recommendations which have been authorised by Charter Financial Planning and provided by Financial Accord Pty Ltd. The insurance satisfies the requirements imposed by the Corporations Act 2001 and financial services regulations. |
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If you have any complaints about the services provided to you, you should take the following steps:
Charter Financial Planning Charter Financial Planning will try to resolve your complaint quickly and fairly. If your complaint has not been resolved satisfactorily, you may escalate your complaint to one of the following External Dispute Resolution Scheme listed in the following table.
The Australian Securities and Investments Commission (ASIC) may be contacted on 1300 300 630 to find out which body may be best to assist you in settling your complaint. |
