Our Financial Services Guide

Our most recent Financial Services Guide (FSG) Version 5.0 dated 1st July 2023

Privacy and Security

As a financial planning organisation we are subject to certain legislative and regulatory requirements which necessitate us obtaining and holding detailed information which personally identifies you and/or contains information or an opinion about you. As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, both Lifestyle Financial Services and Fortnum Private Wealth Limited comply with the Privacy Act 1988 and conforms with the Fortnum Private Wealth Limited Privacy Policy. For further details please refer to the Privacy Policy.

Disclaimer

    1. Lifestyle Financial Services is a Corporate Representative of Fortnum Private Wealth Limited (Fortnum), ABN 54 139 889 535, which holds an Australian Financial Services Licence.
    2. The information provided on this Lifestyle web site has been compiled for your convenience. Lifestyle and Fortnum make no warranties about the accuracy or completeness of any information contained on this website.
    3. Lifestyle and Fortnum, including its directors, affiliates, officers, employees, agents, contractors, successors and assigns, will not accept any liability for any loss, damage or other injury resulting from its use.
    4. Links to other web sites are provided for your convenience. Lifestyle and Fortnum are not responsible for the information contained on those web sites. The provision of a link to another web site does not constitute an endorsement or approval of that web site, or any products or services offered on that web site, by Lifestyle and Fortnum. Lifestyle and Fortnum will not accept any liability for the use of those links to connect to web sites that are not under our control.
    5. Lifestyle and Fortnum, its directors, affiliates, officers, employees, agents, contractors, successors and assigns do not accept any liability:
      • for any investment decisions made on the basis of this information. This web site does not constitute financial advice and should not be taken as such. Lifestyle urges you to obtain professional advice before proceeding with any investment.
      • for any damages or losses whatsoever, arising out of, or in any way related to, the use of this site and any other site liked to this site.
    6. The limitation on liability contained in paragraph 4 applies to direct, indirect, consequential, special, punitive or other damages that you or others may suffer, as well as damages for loss of profit, business interruption or the loss of data or information.
    7. Nothing in this web site constitutes or is intended to constitute an offer of, or an invitation to purchase or subscribe for, securities. Lifestyle holds the copyright to this web site. You are not permitted to reproduce or alter this web site, or any copy of it, for any other purpose without the prior express written consent of Lifestyle.
    8. Lifestyle regards your privacy as important and will take all reasonable steps to ensure that it complies with current legislation.
    9. Lifestyle reserves the right to make changes, modifications, additions, deletions and corrections to the web site, at any time and without notice.
    10. You consent to Fortnum monitoring this site.

The information on the Website is of a general nature only and has been prepared without taking into account your, or any other investor’s, particular financial needs, circumstances and objectives. The information on the Website should not be construed as financial, taxation or legal advice.  Lifestyle Financial Services Pty Ltd recommends that you consult a financial adviser for advice that addresses your specific needs and situation before making investment decisions.

Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).

Wise Planners Pty Ltd ABN: 16 602 236 457
Lifestyle Financial Services Pty Ltd ABN: 85 065 161 391