Information provided on this website 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 website as soon as practicable after changes. However, information can change without notice and we do not guarantee the accuracy of information on the website, 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 website is owned by us. You may not alter or modify this information in any way, including removing this copyright notice.

This website 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 website, to the extent that such liability is not excluded by law.

 

Find out more information...

Please also read Our Disclaimer and Privacy Policy related to the terms and conditions of using our website.

Our Licensee, Charter Financial Planning Limited (Charter) and we here at Sydney Financial Planning understand that privacy is important to our clients. Being part of the AMP Group means we are subject to the principles outlined within their Privacy Policy (The Privacy Policy) which we have adopted from 10 March 2014.

If you have come through to this page from your financial adviser's website, your financial adviser is authorised by Charter and is also subject to The Privacy Policy.

View and download a copy of the Privacy Policy.

The Privacy Policy explains how we comply with the Australian Privacy Principles, which have been established under the Privacy Act 1988 (Cth). The Privacy Policy covers:

• Why we need to collect your personal information
• The types of personal information we collect, and how it is collected
• How we protect your personal information, and who it could be disclosed to
• Specific issues relating to privacy and the use of the internet.

Contacting Charter about privacy

We always welcome feedback about client experiences, as we know things don't always go the way they should. If you:

• Have a general enquiry about how personal information is collected or used
• Would like to access or update your personal information
• Wish to make a complaint relating to privacy

You can contact us directly as set out below. We are committed to doing the right thing by you and we will respond as soon as possible.

The AMP Privacy Officer

PO Box 300

Parramatta NSW 2124

Telephone: 1300 157 173

Alternatively your concerns can be emailed to: askamp@amp.com.au

Illawarra Financial Planning and Sydney Financial Planning is committed to respecting your privacy.

 

Still have some questions?

Illawarra Financial Planning is committed to respecting your privacy and if you wish to discuss our policy further contact us on 02 4229 8533.

Information provided on this website is general in nature and does not constitute financial advice.

Illawara Financial Planning and Sydney Financial Planning will endeavour to update the website as needed. However, information can change without notice and Illawara Financial Planning and Sydney Financial Planning does 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.

Illawara Financial Planning and Sydney Financial Planning does 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 and it's 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. Unless otherwise specified, copyright of information provided on  this website is owned by Illawara Financial Planning and Sydney Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice.

General advice warning

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Links to information on external websites

These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Sydney/Illawarra Financial Planning or Charter Financial Planning in any way. Note: Sydney/Illawarra Financial Planning and Charter Financial Planning does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

Testimonials

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

Blogs and articles on this website

This information contained in this online article/blog may contain references to other special offers or promotions offered by persons who are not part of the AMP group of companies. AMP has not verified, and is not responsible for, the information provided by other parties or persons not part of the AMP group of companies. Subject to any applicable law which cannot be excluded, AMP group of companies and Sydney Financial Planning & Illawarra Financial Planning makes no warranties or representations regarding the quality, accuracy, merchantability or fitness for purpose of the goods or services available from these persons. Your obtaining of goods or services from these persons is at your own risk. AMP group of companies does not accept any liabilities arising from reliance on the access and the availability of the information, or fees and charges that relate to the use of such information.

 

Still have some questions?

Or you would like to discuss your individual situation, please contact us on 02 4229 8533.