Terms and Conditions

Legal Information & Disclaimers

PARTNERS Retirement Planning & Investment Advisors

Matthew Cassidy CA, B. Comm
Patrick Barry B Comm

Authorised Representatives, Charter Financial Planning Limited
Australian Financial Services Licensee
Licence Number: 234665 (ABN 35 002 976 294)

General Advice disclaimer

This editorial provides general information only. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Charter Financial Planning Limited, ABN 35 002 976 294 Australian Services Licensee License No. 234665 and its Authorised Representatives do not accept any liability for any errors or omissions of information supplied in this editorial.

Website disclaimer

Information provided on this website is general in nature and does not constitute financial advice.
Charter Financial Planning Limited and Partners will endeavour to update the website as needed. However, information can change without notice and Charter Financial Planning Limited and Partners do not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.

Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.

Charter Financial Planning Limited and Partners do not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Charter Financial Planning Limited and Partners their employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Please visit www.amp.com.au/privacy for more information.

Unless otherwise specified, copyright of information provided on this website is owned by Partners Retirement Planning & Investment Advisers. You may not alter or modify this information in any way, including the removal of this copyright notice.

Charter Financial Planning Terms & Conditions

We are an authorised representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence and Australian Credit Licence no. 234665 (“our Licensee”), as shown in our Financial Services & Credit Guide.

Your access to this website is subject to these terms and conditions, our Privacy Policy, notices, disclaimers and any other terms and conditions or other statements contained on this website (referred to collectively as “Terms and Conditions”). By using this website you agree to be subject to the Terms and Conditions.