DISCLAIMERS
Information provided on this web site is general in nature and does not constitute financial advice.
Medina Financial Group Pty Ltd has taken reasonable care in providing this information, unless expressly stated, it should not be construed as being specific to your investment objectives, financial situation or particular needs.
Medina Financial Group Pty Ltd will endeavour to update the web site as needed. However, information can change without notice and Medina Financial Group Pty Ltd does not guarantee the accuracy of information on the web site, including information provided by third parties, at any particular time.
This information is prepared for residents of Australia only. Any currency references are references to Australian dollars unless otherwise specified.
Unless otherwise specified, copyright of information provided on this web site is owned by Medina Financial Group Pty Ltd. You may not alter or modify this information in any way, including the removal of this copyright notice.
This web site does not offer securities or other financial products, nor does it invite subscriptions for securities or other financial products to any person outside Australia. Medina Financial Group Pty Ltd does not guarantee the repayment of capital or any particular return from, or any increase in, the value of any Medina Financial Group Pty Ltd products unless otherwise expressly agreed. Further, Medina Financial Group Pty Ltd disclaims any liability for loss, damage, cost or other expense which you may incur as a result of any information provided on this web site, to the extent that such liability is not excluded by law.
Legal
Disclaimer Information provided on this Web Site is general in nature and does not constitute financial advice.
While all reasonable care has been taken in providing this information, unless expressly stated, it should not be construed as being specific to your investment objectives, financial situation or particular needs.
We will endeavour to update the Web Site as soon as practicable after changes. However, information can change without notice and we do not guarantee the accuracy of information on the Web Site, including information provided by third parties, at any particular time.
This information is prepared for residents of Australia only. Any currency references are references to Australian dollars unless otherwise specified.
Unless otherwise specified, copyright of information provided on this Web Site is owned by us. You may not alter or modify this information in any way, including removing this copyright notice.This Web Site does not offer securities or other financial products, nor does it invite subscriptions for securities or other financial products to any person outside Australia. We do not guarantee the repayment of capital or any particular return from, or any increase in, the value of any products unless otherwise expressly agreed. Further, we disclaim any liability for loss, damage, cost or other expense which you may incur as a result of any information provided on this Web Site, to the extent that such liability is not excluded by law.
Privacy
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What does Privacy mean for me? Privacy is important to us and to our clients. Privacy laws ensure that you, our client, understand what information we, your financial adviser and associated dealership group, hold about you, how we use that information and to whom we are likely to disclose that information. In addition it reinforces our commitment to keeping your information up to date and secure. What types of personal information about me does Charter Financial Planning hold? As a provider of financial services we collect and hold information about you that is both relevant and necessary in order for us to provide you with those services. The types of information we hold depend on the services provided and may include information about your identity, personal objectives, financial position, health, lifestyle and financial plan. We will always endeavour to obtain information about you directly from you. How does Charter Financial Planning use my personal information? Our primary purpose in collecting information about you is to understand your needs and provide you with appropriate financial advice and services. Your information is used to develop your financial plan which serves as a basis for product selection and regular performance review. In order to achieve this we may need to appoint another authorised representative within the associated dealership group to manage your financial needs and services. From time to time we may use your information in order to assess and bring to your attention other products and services that may be relevant to your financial plan. What is an associated Dealership Group? |
Who does Charter Financial Planning disclose my personal information to? Your information is only disclosed to other parties as are necessary for us to provide our services to you. Other parties may include fund managers, life companies, other dealerships and related parties. In addition, we will disclose your information where we are required to by law. We will not pass your information to other parties for any purposes other than those for which you have been informed. How do I get access to the personal information Charter Financial Planning holds about me? You may request access to the information we hold about you by contacting your financial adviser or Charter Financial Planning directly. Upon receipt of your request we will endeavour to service your request as fully and as quickly as possible. In some circumstances access to your information or parts thereof may not be possible. If this is the case we will inform you as to why and, where practicable, make alternative arrangements. Depending on the requirements a fee may be charged to service requests. How do I make a complaint? You may make a complaint at any time by contacting your financial adviser who will seek to resolve it within 3 working days. If this is not possible, you will be referred to the representative’s associated dealership. If you are not satisfied with the dealership response to your complaint, you may contact: Director of Compliance |
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To find out more about our Privacy Policy go to www.charter.com.au or contact
your Charter Financial Planning financial adviser. |
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The information contained on this website is provided in good faith. While the contents are obtained from various sources that are deemed reliable, it is not guaranteed as accurate or complete and should not be relied upon as such. It is recommended that you seek independent, professional advice before implementing any of the suggestions to ensure that it is appropriate to your needs and circumstances.
