Our disclosures
The key documents that govern our services, protect your privacy, and outline our terms of use.
Financial Services Guide
Our Financial Services Guide (FSG) explains the services we offer, our fees, and how we operate to serve your financial needs.
Read the FSG (PDF)Privacy Policy
How we collect, use, and safeguard your personal information.
Read the Privacy Policy (PDF)Disclaimer
The limitations and responsibilities regarding the information provided on this website.
Read the DisclaimerDisclaimers
All statements made on this website are made in good faith and we believe they are accurate and reliable.
Lifespan Financial Planning Pty Ltd, Jinec Pty Ltd trading as Wealth Matter$ do not give any warranty as to the accuracy, reliability or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded.
Lifespan Financial Group Pty Ltd, Jinec Pty Ltd trading as Wealth Matter$, their directors, employees and their representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, copyright of information provided on this website is owned by Jinec Pty Ltd trading as Wealth Matter$. You may not alter or modify this information in any way, including the removal of this copyright notice.
Copyright
The information on this site, including the site source code is the property of Lifespan Financial Planning Pty Ltd and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Lifespan Financial Planning Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Lifespan Financial Planning Pty Ltd.
General / No Advice
The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Lifespan strongly recommends that investors consult a financial adviser prior to making any investment decision.
The contents of the Lifespan website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions.
The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation.
You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.
Terms of Use
The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of Victoria and the Commonwealth of Australia ("Australian law"). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.