Please read the terms and conditions set out below carefully. By accessing this website, you agree to be bound by these terms and conditions.
In Australia, Financial Advisers need to either hold their own Australia Financial Services License (“AFSL”) or be an Authorised Representative of and AFSL holder. At FIA Financial Planning we have chosen to be Authorised Representatives of NEO Financial Solutions Pty Ltd, a mid-sized advice group with approximately 100 Advisers across Australia.
The use of Us, Our or We throughout these terms and conditions refer to:
FIA Financial Planning ABN 91 126 633 565 / ARN 316 142
Registered Office: Level 2, 208 Greenhill Rd, Eastwood SA 5063
NEO Financial Solutions Pty Ltd, ABN 64 141 607 098 / AFSL 385 845
Registered Office: Ground Floor, 30 Summers St, East Perth WA 6004
Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by us unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process (graphic, electronic or mechanical, including photocopying, recording, taping or by storage in an information retrieval system) without our specific written consent.
The advice contained on this site does not take into account any persons particular objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product persons should assess whether the advice is appropriate to their objectives, needs or financial situation. Persons may wish to make this assessment themselves or seek the help of an adviser. No responsibility is taken for persons acting on the information on this site. Persons doing so, do so at their own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of Western Australia and the Commonwealth of Australia (“Australian law”). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.
We do not warrant or represent that the information in this site is free from errors or omissions or is suitable for your intended use. We recommend that you seek independent advice before acting on any information in this site. Subject to any terms implied by law and which cannot be excluded, we accept no responsibility for any loss, damage, cost or expense (whether direct or indirect) incurred by you as a result of any error, omission or misrepresentation in any information in this site.
• What information is collected and why we collect it
• How we collect personal information
• Whether you are obliged to provide information we request
• How we use your personal information
• In what circumstances we disclose your information to 3rd parties
If you do happen to have an issue with the services we have provided, please follow the following steps: