Search

Legal Notices

Integrated Wealth Planning Pty Ltd makes information available on this web site subject to the Terms and Conditions detailed below. By accessing this site you agree to these Terms and Conditions. We reserve the right to change these Terms and Conditions, and the services, fees and any programs mentioned on this site without notice. From time to time we will have links to information provided by other organisations. We accept no responsibility whatever for this information as it is provided as general information for the interest of our clients. We have no control over the content on these sites and we recommend that you should seek independent advice as to the appropriateness of this information for your situation.

When using information from this web site please note the following:

Disclaimer

Information provided on this web site is general in nature and does not constitute financial advice.

While all reasonable care has been taken in providing this information, unless expressly stated, it should not be construed as being specific to your investment objectives, financial situation or particular needs.

We will endeavour to update the web site as soon as practicable after changes. However, information can change without notice and we do not guarantee the accuracy of information on the web site, including information provided by third parties, at any particular time.

This information is prepared for residents of Australia only.  Any currency references are references to Australian dollars unless otherwise specified.

Unless otherwise specified, copyright of information provided on this web site is owned by Integrated Wealth Planning Pty Ltd.  You may not alter or modify this information in any way, including removing this copyright notice.

Please read additional information under the “Disclaimer” heading.

Privacy

We respect your privacy and will not disclose personal details you provide us on this website to a third party or use it for purposes other than those that are stated on this website. We will not publish, sell, trade, loan, rent, disclose or re-use the information you give us.

Integrated Wealth Planning and Charter Financial Planning are bound by the Privacy Act and the National Privacy Principles (NPPs) for the handling of personal information.  The National Privacy Principles (NPPs) are regulated by the Federal Privacy Commissioner to guide us in our responsible handling of personal information.

Please read additional information under the “Privacy Policy” heading.

Financial Services Guides (FSG)

This document details the services, strategies and fees we charge for our services.  The FSG is a key disclosure document that sets out the terms and basis under which we provide financial services.  It is provided to retail clients to help them make an informed decision on whether to acquire a financial service.

Please read additional information under the “FSG” heading.

Contact Us

If you have any questions regarding the information provided on this site please contact us by phone or email.  Our contact details are available under the “Contact Us” tab on the website.

Areas we service

We service the Melbourne area including the following suburbs: Albert Park | Armadale | Ashburton | Ashwood | Balaclava | Beaumaris | Bentleigh | Bentleigh East | Black Rock | Bonbeach | Brighton | Brighton East | Canterbury | Carnegie | Caulfield | Caulfield East | Caulfield North | Caulfield South | Chadstone | Cheltenham | Collingwood | Elsternwick | Elwood | Gardenvale | Glen Huntly | Glen Iris | Glenferrie | Hampton | Hampton East | Hawthorn | Hawthorn East | Highett | Kooyong | Malvern | Malvern East | McKinnon | Mentone | Middle Park | Moorabbin | Murrumbeena | Oakleigh | Oakleigh East | Oakleigh South | Ormond | Parkdale | Port Melbourne | Prahran | Richmond | Ripponlea | Sandringham | South Melbourne | South Yarra | St Kilda | St Kilda East | St Kilda West | Toorak | Windsor

Back

Christopher Lord, trading as Integrated Wealth Planning is an Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. 234665, member of the AMP Group. Registered Office: AXA Australia Centre, 750 Collins Street (PO BOX 2830) Melbourne Vic 3001.

Information provided on this website is general in nature and does not constitute financial advice.  Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision.  Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.