Important Things

Financial Services Guides

Our Financial Services Guides (FSGs) are designed to help you make an informed decision about the services we offer – and whether it makes sense for us to work together. Our FSGs explain how we provide financial services to you and provide important information including:
  • How the Adviser (Authorised Representative) is paid
  • Any relationship details with financial institutions
  • What products and services the adviser can offer
  • How we handle customer complaints.

Financial Services Guide – Tony Clark

Financial Services Guide – Kate McCallum

Financial Services Guide – Leah Cameron

Disclaimer

The information contained in this Website should not be construed as personal advice. In preparing any information in this site we have not taken into account any particular person’s objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of this information having regard to your personal objectives, financial situation or needs. We strongly recommend you obtain financial advice specific to your situation before making any financial investment or insurance decision.

The information is provided for Australian residents only and is not being provided to any person who is a resident of any other country. Any references to dollars are references to Australian dollars (unless otherwise specified).

This Website is not an offer of securities or other financial products offered by any company or person and is not an invitation for you to take up securities or other financial products. Multiforte Financial Services disclaims any liability for loss, damage, cost or other expense which you may incur as a result of any information provided on this web site, to the extent that such liability is not excluded by law.

Unless otherwise specified, copyright of information provided on this web site is owned by Multiforte Financial Services. You may not alter or modify this information in any way, including the removal of this copyright notice.

Multiforte Financial Services will endeavour to update the Web Site regularly to reflect change in product design, government policy and current affairs, however information can change with little notice and so the accuracy of information cannot be guaranteed, including information provided by third parties.

Commitment to Privacy & Responsible Use of Information

We respect your privacy and are committed to never using any personal information provided via this website, in a way which erodes this privacy. The personal details we do request will not be passed on to a third party or used for purposes other than that which is stated on this site. We will not publish, sell, trade, loan, rent, disclose or re-use the information you give us.

Data is collected from our web site to determine which pages are the most popular, what country users come from, peak usage times and similar information. This data is collected to make our site easier to use so that you can find the information you need more quickly.