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IMPORTANT INFORMATION

Who we are

INVEST.COM.AU Pty Ltd ABN 90 093 882 421 Authorised Representative Number 295723 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL Number 229892.

Financial Services Guide

Our Financial Services Guide (FSG) is a formal document outlining important information regarding our relationship with you and others. The FSG is intended to inform you of certain basic matters relating to our relationship, prior to us providing you with a financial service. Please contact us if you would like to be issued with a copy.

Privacy Policy

INVEST.COM.AU Pty Ltd is committed to implementing and promoting a privacy policy which will ensure the privacy and security of your personal information. INVEST.COM.AU Pty Ltd adopts the Privacy policy of Lifespan that expresses our policies on the management of your personal information. To download a copy of our Privacy Policy click on this link: Privacy Policy

Complaints Resolution

Lifespan Financial Planning is a Principal Member of the Financial Planning Association and abides by their Code of Ethics and Rules of Professional Conduct.

If you have a complaint about the service provided to you, you should take the following action:

  1. Contact us and tell us about your complaint.

  2. If you complaint is not satisfactorily resolved within 3 business days, please contact the Compliance Manager at Lifespan Financial Planning by writing to PO Box R686, Royal Exchange, Sydney NSW 1225 who will thoroughly investigate your complaint and endeavour to finalise the matter promptly and fairly.

  3. If you are not satisfied with the outcome, you may complain to the Financial Industry Complaints Service (FICS) by writing to PO Box 579, Collins Street West, Melbourne VIC 8007 or phoning toll free number 1300 780 808. Lifespan is a member of this dispute resolution service.

You may also contact the Australian Securities & Investments Commission (ASIC) on 1300 300 630 to make a complaint and obtain information regarding your rights.

Terms of Use and Disclaimer

This site is for the sole use of persons residing in Australia. Information and other content is of a general nature only and does not take into account the objectives, financial situation or needs of any person. It should not be taken as advice or recommendations as it might be unsuited to your personal circumstances.

We do not guarantee or warrant the site will be readily available, error-free, omission-free, virus free or suitable for any particular purpose. Content is provided at our sole discretion and we do not undertake to update or notify you of changes that might occur to any content or information posted on this site.

Although we believe that information contained on this site is correct at the time of posting, to the extent permissible by law, any information or content is provided "as is" without warranties of any kind, express or implied, including accuracy, timeliness and completeness. To the extent permissible by law, we also exclude all liability for any loss or damage whether direct, indirect or consequential, suffered by any person acting (or failing to act) in reliance on the information contained on this site.

Any third party links on this site including but not limited to advertisements may lead to sites or services not provided or operated by us. No judgment or warranty is made with respect to these services or sites and we do not endorse nor take responsibility for these sites or services. Any use you make of the information or content on this site, or any site or service linked to by this site, is at your own risk.

Any financial products referred to on this site require that you read current product disclosure documents in full. You should obtain and consider the relevant Product Disclosure Statement or other disclosure document for a financial product before making any decision about whether to acquire that product. We may have investments in any of the financial products and investments discussed on this site and may earn brokerage if you invest.

Any transmission or receipt of information via this site does not create a professional services relationship between us and you. Your adviser or other professional advisers should be consulted prior to investing, acting (or failing to act) in reliance on the information and content provided on this site.

“We”, “us”, “our” means INVEST.COM.AU Pty Ltd and its associates including but not limited to Lifespan, their directors and Authorised Representatives. “You”, “your” means you as a visitor to this site whether registered or otherwise, or you as a third person who has been provided access to information, content or material from this site by us or others through any means whatsoever.

These terms of use and disclaimer are intended to exclude any liability for loss as a result of acting (or failing to act) on the information content or opinions contained on this site without seeking professional advice. Use of this site, information and content constitutes your acceptance of these terms of use and disclaimer.

Copyright

This Site is ©1996- Copyright Invest.com.au Pty Ltd ABN 90 093 882 421. Except as permitted under the Copyright Act, materials on this Site should not be reproduced stored or transmitted in whole or in part, in any format or by any means, without first obtaining the express written permission of Invest.com.au Pty Ltd. This Site may also contain materials supplied by third parties that is subject to copyright of those third parties or their content providers.

©1997- Copyright Invest.com.au Pty Ltd ABN 90 093 882 421
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