Financial Services Guide, Policies,
Disclaimers and Terms & Conditions
Financial Services Guide
This Financial Services Guide (“FSG”) is designed to assist you in determining whether to use the services we offer.
The FSG includes important information about:
Who we are
How we can be contacted
The services and financial products we are authorised to provide
How we (and any other relevant persons) are remunerated
Our complaints resolution procedures and how you can access them
Compensation arrangements
Details of any potential conflicts of interest
External Complaints Brochure
Oakleigh Financial Services Limited recognise that sometimes things don’t always go as expected and a problem may occur. We treat any concerns or complaints we receive seriously. This brochure explains our process for handling and resolving complaints.
Privacy Policy
This Privacy Policy applies to Oakleigh Financial Services Pty Ltd (‘Oakleigh Financial’) ABN 84 620 804 819, and our representatives. The Privacy Act 1998 requires us to handle personal information in accordance with the Australian Privacy Principles.
This policy outlines the type of personal information we collect, how that information is collected, used, stored and protected and to whom it may be disclosed.
Continuing Professional Development Policy
This refers to Oakleigh Financial Services Pty Ltd Continuing Professional Development Policy.
Disclaimers
Accuracy of Information
The information contained on this website is subject to change without notice. While Oakleigh Financial Services Pty Ltd will attempt to provide information that is accurate and complete, it accepts no responsibility for the accuracy or completeness of the information.
It is recommended that you review the information provided on this website, including the terms and conditions as outlined in this Disclaimer, on a regular basis.
Financial Product Advice Warning
Oakleigh Financial Services Pty Ltd hold an Australian Financial Services Licence as indicated by the AFSL numbers 501454. Where information provided by a Oakleigh Financial Services Pty Ltd Licensee on this website constitutes general advice, it has been prepared without taking into account the objectives, financial situation, or needs of any particular person and, because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs.
Links to Third Party Websites
This site may contain links to third party websites which do not belong to Oakleigh Financial Services Pty Ltd. Oakleigh Financial Services Pty Ltd does not accept any responsibility for the contents or information contained in those websites and makes no representations as to the accuracy or completeness of the content or information provided by those websites.
Oakleigh Financial Services Pty Ltd recommends that you make your own enquiries in relation to third parties that are described or linked on this website.
Copyright
Oakleigh Financial Services Pty Ltd is the owner of the copyright in the contents of this website. The contents of this website may not be reproduced, distributed or published in any way or by any means without the prior written consent of Oakleigh Financial Services Pty Ltd, except as permitted by law.
Terms and Conditions
The website www.oakleighfs.com (the website) is owned and operated by Oakleigh Financial Services Pty Ltd ABN 84 620 804 819, AFSL 501454 and other companies of the Oakleigh group (collectively known as “Oakleigh” or the “Oakleigh Group”).
These website terms and conditions (Conditions) govern the use of this website.
Acceptance of Conditions
By accessing and using this website, you agree to these Conditions in their entirety in the form current at the time you access this website and unaltered by you.
Oakleigh may, without notice, amend the terms of use of the website at any time by posting an amended version on the website. You agree to continue to be bound by any amended terms and that Oakleigh has no obligation to notify you of such amendments.
Licensing and Advice
Oakleigh Financial Services Pty Ltd and its authorised representatives are authorised to provide financial services and financial product advice.
The website contains general information only and is not intended to provide any person with financial services or financial product advice. It does not take into account any person (or class of persons) the investment objectives, financial situation or needs and should not be used as the basis of making financial, investment or other decisions.
You may obtain advice from Oakleigh. Please refer to the “Contact Us” page to obtain contact details for Oakleigh.
When considering whether to use financial services offered by Oakleigh you should read the Financial Services Guide (FSG), available on this website, for important information on those financial services.
When considering whether to invest in a financial product you should read the relevant offer document before making an investment.
Information on website
The information contained on the website is given in good faith. Every effort has been made to ensure the information is accurate at the time of compilation.
While Oakleigh will take reasonable steps to keep the information up-to-date and accurate, Oakleigh does not warrant or represent that the information is accurate or complete or up-to-date.
No information contained on this website should be construed as giving any type of guarantee. Any past performance information does not guarantee future performance.
So far as permitted by law, the Oakleigh group of companies and their directors, officers and employees disclaim liability for, and is not responsible for, any inaccuracies, incompleteness or subsequent changes to the sources that may affect the accuracy of the information as it appears on this website or any losses, expenses or damage in connection with any such inaccuracies, incompleteness or subsequent changes.
Use of website
You must not use this website for any illegal purpose or in a way that is inconsistent with these Conditions or contravenes any other person’s rights (including intellectual property rights).
All copyright, database rights, trademarks and other intellectual property rights in the content of the website belongs to Oakleigh.
Privacy Policy
The collection and use of personal information by Oakleigh is governed by its Privacy Policy which is available on this website.
You acknowledge and agree that the collection, disclosure or use of information about you from accessing this website is subject to the terms of the Policy.
Governing Law
These terms are governed by the laws in force in the State of South Australia, Australia. You agree that your use of it is subject to the non-exclusive jurisdiction of the courts South Australia, Australia.