Disclaimer & Legal Notices

WA & MK Watzdorf Pty Ltd is a Corporate Authorised Representatives of Watzdorf Nominees Pty Ltd ACN 131 322 846, Australian Financial Services Licensee 505613 35 Dequetteville Terrace, Kent Town SA 5067.

Access to and use of this site is provided by Watzdorf Financial Planning on the following conditions and any other directions or rules of use on this site (“Terms”). If you access this site (other than to read these Terms for the first time), you agree to these Terms. Watzdorf Financial Planning reserves the right to change the Terms at any time by posting changes on-line. You are responsible for informing yourself of any changes by regularly reviewing these pages. If you access the site after changes are posted, you agree to all changes (including those which you are then unaware have been posted).

Copyright

© The copyright in all information displayed on this website is owned by or licensed to Watzdorf Financial Planning. Except as expressly permitted, no information may be copied, reproduced, downloaded, transmitted or re-distributed.

Disclosure

Any investment information and general advice (“advice”) displayed or given on this website does not take into account any person’s personal objectives, financial situation or needs and, because of this, we recommend you consider, before acting on the advice, whether the advice is appropriate for you, your particular needs and circumstances. We recommend you obtain independent legal, financial and/or other professional advice before making a decision in relation to any investment. In deciding whether to open, or to continue to hold, an account or product, the relevant Product Disclosure Statement or Financial Services Guide for that account or product should be considered. Copies can be obtained from Watzdorf Nominees Pty Ltd or Watzdorf Financial Planning.

Information about the relationships between Watzdorf Financial Planning and Watzdorf Nominees Pty Ltd and the remuneration (including commission) or other benefits that they and any other person can receive in respect of, or that is attributable to, the financial services they provide is set out in the general Financial Services Guide issued by Watzdorf Nominees Pty Ltd and available through Watzdorf Financial Planning.

Limitation of Liability

While the information displayed on this website is based on information obtained from sources which are believed to be reliable, it has not been independently verified and no warranties are given that it is complete, accurate, and up to date or fit for the purpose for which it is required. It should be noted that past performance is not necessarily indicative, or a guarantee, of future performance. All information displayed on the website, including but not limited to product and service information, fees, unit and share prices, gearing and interest rates, tax information and performance figures, is subject to change without notice.

To the maximum extent permitted by law, neither Watzdorf Financial Planning or Watzdorf Nominees Pty Ltd will be liable to any party in contract, tort (including for negligence) or otherwise for any loss or damage arising either directly or indirectly as a result of reliance on, use of or inability to use any information displayed on this website. Where liability cannot be excluded by law then, to the extent permissible by law, liability is limited to the resupply of the information or the reasonable cost of having the information resupplied.

Third Party Information and Links

Some of the information displayed on this website may be provided by third parties who are not related to Watzdorf Financial Planning or Watzdorf Nominees Pty Ltd (“Third Party Information”). Watzdorf Financial Planning and/or Watzdorf Nominees Pty Ltd are not in any way responsible for and do not guarantee the quality or accuracy of any Third Party Information.

This website may also contain links to websites operated by third parties (“Third Parties”) who are not related Watzdorf Financial Planning (“Third Party Web Sites”). These links are provided for convenience only and do not represent any endorsement or approval by Watzdorf Financial Planning and/or Watzdorf Nominees Pty Ltd of those Third Parties or the information, products or services displayed or offered on the Third Party Web Sites.

Privacy Policy

Watzdorf Financial Planning only collects personal information from you, which is necessary for conducting our business, providing our services to you and meeting our legal obligations. We collect personal information about you only by lawful and fair means.

Watzdorf Financial Planning takes reasonable steps to make sure that the personal information we collect, use or disclose is accurate, complete and up to date. If you believe that the personal information we hold about you is inaccurate or incomplete, please contact our office on (08) 8361 3368 or by email mail@watzdorf.com.au

To protect your personal information we have implemented physical, computer and network, communications and personnel security measures. Locks and a monitored alarm system secure our office and data storage facilities. Authorised users who have been issued passwords and specific user identifiers only are permitted to gain access to our computer system. Watzdorf Financial Planning will take reasonable precautions to protect the personal information which we hold from misuse, loss and from unauthorized access, modification or disclosure.

Continuing Professional Development (CPD) policy

Download a copy of our Continuing Professional Development (CPD) policy

Are You Satisfied?

We endeavour to provide you with quality financial advice. If you have a complaint or concern about the service provided to you, we encourage you to take the following steps:

1) Contact your adviser first about your concern.
2) If your concern is not resolved to your satisfaction, you may contact Watzdorf Nominees Pty Ltd by:

Writing

Advice Complaints
Watzdorf Nominees Pty Ltd
35 Dequetteville Terrace
KENT TOWN  SA    5067

Email

mail@watzdorf.com.au

3) If an issue has not been resolved to your satisfaction, you can lodge a complaint

  • With the Australian Financial Complaints Authority:

Online: www.afca.org.au
Email: info@afca.org.au
Phone: 1800 931 678 (free call)
Mail: Australian Financial Complaints Authority
GPO Box 3
MELBOURNE   VIC   3001

Time limits may apply to complain to AFCA and so you should act promptly or otherwise consult the AFCA website to find out if or when the time limit relevant to your circumstances expires.