Allied Financial Planning

Disclaimer and Privacy Information
Welcome
Financial Planning
Finance
Superannuation
Risk Management
The Allied Team
Disclaimer and Privacy Information
Typical P.I.E.S. BlueChip Investment Example
BlueChip Investments
How does P.I.E.S. work?
Investment Example
IMPORTANT:  Legislation requires that we ensure you are fully informed of your rights and obligations when considering any investment opportunities we present, and that we do not make any claims that could be construed as false or misleading.  Please read the paragraphs below to be aware of these matters, and the Privacy Act, by which we abide.

DISCLAIMER

 

This document is for informational purposes only and is not intended to provide commercial, financial, investment, accounting, tax or legal advice.  It is provided to you for your own personal use.  It is not for purposes of resale, distribution or public display or any other uses by you in any form or manner whatsoever.  The information provided is of a general nature only and has not taken into account your specific objectives, needs and financial situation.  The information may not be appropriate to your individual needs and you should seek advice from your financial adviser before making any financial decisions.

 

The performance of this document and all information contained within, or accessed from the website are provided to you on an "as is" basis, without warranties of any kind whatsoever, including any implied warranties or warranties of merchantability, fitness for a particular purpose or non-infringement of the rights of third parties.  Allied Financial Planning Pty Ltd and all relevant and/or associated entities or persons shall not be responsible for any problems or technical malfunction of any telephone network or computer on-line systems, servers, Internet access providers, computer equipment, software or any combination thereof.  Including any injury or damage to your hardware or another person's hardware or software, as a result of using this website.

 

Allied Financial Planning Pty Ltd and all relevant and/or associated entities or persons reserves the right, at its sole discretion, to modify, disable and discontinue temporarily or permanently, any part or all of this document or associated website.  We may alter or withdraw any information contained thereon without liability or notice to you.

 

As a visitor to our website and viewer of this document, you acknowledge and agree that any reliance on or use of any information available on this website shall be entirely at your own risk.  In no event will Allied Financial Planning Pty Ltd nor any of its data providers be liable for any direct, indirect, consequential or exemplary damages arising from the use or the performance of this website or this document.

 

 

PRIVACY POLICY

 

Our Commitment

At the Allied Financial Planning Pty Ltd, we recognise that your privacy is important.  The Group includes all our financial planning, insurance, broking, finance, accounting, technological, superannuation and fund management affiliates.

 

We are bound by, and committed to supporting, the National Privacy Principles (NPP) set out in the Privacy Amendment (Private Sector) Act 2001.  The information set out below is largely a summary of our obligations under the NPP.

 

Information Collection

Our main purposes for collecting personal information are to facilitate financial planning, financial products or services, insurance policies or related services, and to update our records.  At or before the time we collect personal information from you we will take reasonable steps to inform you why we are collecting that personal information, who else we might disclose that personal information to and what may happen if you do not provide personal information to us.

To view our Financial Services Guide, Privacy Policy and Complaints Procedure, go to:

TOP OF PAGE

 ALLIED FINANCIAL PLANNING PTY LTD
315029
is a
Corporate Authorised Representative of

AAA Financial Intelligence Ltd

ABN 23 093 616 445  AFSL No. 312478

2/465 Pulteney Street

Adelaide SA 5000

Your Name
Company Name
Best phone contact number
My Address
What would you like to ask?
Please contact me about:
Please email me with regular information updates
  

Allied Financial Planning Pty Ltd
PO Box 973
Broadbeach Qld 4218
Phone: (07) 5592 4423
Fax: (07) 5526 7344