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Disclaimers
This Financial Services Guide (FSG) is issued by Lifespan Financial Planning Pty Ltd (Lifespan), which holds Australian Financial Service Licence number 229892. This FSG comprises and must be read in conjunction with your adviser’s current Adviser Profile.
Copyright
The information on this site, including the site source code is the property of The Wealth Doctors 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 The Wealth Doctors 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 The Wealth Doctors Pty Ltd.
This Adviser Profile forms part of the Lifespan Financial Services Guide (FSG) dated 8 December 2023. This document contains information regarding the Adviser and is designed to help you to make an informed decision about the financial advice provided to you by the Adviser.
General 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. The Wealth Doctor strongly recommends that investors consult a financial adviser prior to making any investment decision.
The contents of The Wealth Doctor 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.
No Advice Disclaimer
Neither Lifespan Financial Planning Pty Ltd nor its directors, employees or authorised representatives make any representation or warranty as to the accuracy, reliability, timeliness or completeness of the information. To the extent permissible by law, Lifespan Financial Planning Pty Ltd and its directors, employees and authorised representatives disclaim all liability (whether arising in contract, tort, negligence or otherwise) for any error, omission, loss or damage (whether direct, indirect, consequential or otherwise).
Any performance figures quoted in the website are past performance. Past performance is not an indicator of future performance. Neither Lifespan nor its directors, employees or authorised representatives guarantee or make any representation as to the performance of the financial products, the maintenance or repayment of capital, the price at which financial products may trade or any particular rate of return.
Some information for the graphs, charts and illustrations contained in these web pages has been sourced from third parties and Lifespan does not make any representation or warranty as to the accuracy, reliability, timeliness or completeness of the information. The information in these web pages is only intended for Australian residents.
Our business is governed by legislation protecting your personal information, including the Privacy Act 1988 and Australian Privacy Principals (APPs) Privacy Amendment (Enhancing Privacy Protection) Act 2012 which replace the National Privacy Principles established under the Privacy Amendment (Private Sector) Act 2000.
Terms of use
Links to other sites
This website may contain a number of links to other Internet sites. The provision of these links does not mean The Wealth Doctor endorses or accepts any responsibility for the content, use or products and services made available through these websites. If you use these links, you acknowledge and agree that The Wealth Doctor is not responsible for the actions, content, accuracy, privacy policies, opinions expressed, services provided, or other links provided by these sites. You further acknowledge and agree that Lifespan is not responsible either directly or indirectly for any damage or loss caused by use or reliance on linked sites. Should you have any questions regarding these sites, you should address them directly with the relevant site administrator.
No representation is given, warranty made or responsibility taken about the accuracy, timeliness or completeness of information sourced from third parties. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate having regard to your particular circumstances.
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.