To understand the comprehensive range of services we offer, the fees involved, and how our financial planners are remunerated, we encourage you to read our Financial Services Guide (FSG). This essential document also outlines the procedure for handling any complaints you might have. For a detailed template and more information, please refer to the InterPrac Financial Services Guide.
Privacy Policy
At Central Coast Advice, we are committed to protecting your privacy in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles. This Privacy Policy outlines how we manage your personal information.
Collection of Personal Information We collect personal information about you that is necessary for us to provide our services. This may include your name, contact details, financial information, and other relevant data.
Use and Disclosure of Personal Information We use your personal information to provide financial planning services, including preparing financial plans, managing investments, and fulfilling regulatory requirements. We may disclose your information to third parties where necessary, including regulatory bodies, financial institutions, and other service providers.
Storage and Security of Personal Information We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorized access, modification, or disclosure. Your information is stored securely and access is restricted to authorized personnel only.
Access to Personal Information You have the right to access your personal information held by us and to request corrections if necessary. To access your information, please contact our Privacy Officer at [contact details].
Changes to This Policy We may update this Privacy Policy from time to time to reflect changes in our practices or regulatory requirements. The latest version will always be available on our website.
Contact Us If you have any questions or concerns about our Privacy Policy, please contact us at:
Central Coast Advice
Erina Office: 02 4367 4240
Email: admin@centralcoastadvice.com.au
Office Address: Shop 2, 202-204 Central Coast Highway Erina NSW 2250
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 New South Wales 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.
The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives.
Whilst every care has been taken in the preparation of this website, InterPrac Financial Planning Pty Ltd (‘InterPrac’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.
The information on this site, including the site source code is the property of InterPrac 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 InterPrac 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 InterPrac Financial Planning Pty Ltd.
This website may contain a number of links to other Internet sites. The provision of these links does not mean InterPrac 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 InterPrac 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 InterPrac 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
At Central Coast Advice, we are committed to providing high-quality financial planning services. If you have a complaint or concern, we encourage you to contact us so we can address it promptly.
Internal Dispute Resolution You can contact our Client Relations team at admin@centralcoastadvice.com with details of your complaint. We will acknowledge your complaint within 5 business days and aim to resolve it within 14 business days.
External Dispute Resolution If you are not satisfied with our response, you may refer your complaint to the Australian Financial Complaints Authority (AFCA):
Australian Financial Complaints Authority (AFCA)
GPO Box 3, Melbourne VIC 3001
Phone: 1800 931 678
Email: info@afca.org.au
Website: www.afca.org.au
Contact Us For any questions or further assistance, please contact us at:
Central Coast Advice
Erina Office: 02 4367 4240
Email: admin@centralcoastadvice.com.au
Office Address: Shop 2, 202-204 Central Coast Highway Erina NSW 2250
Stay up to date with the latest financial news and updates.
Shop 2, 202-204 Central Coast Highway Erina NSW 2250
Central Coast Advice Pty Ltd
ABN: 32 155 335 229
CAR 1280981
© Central Coast Advice (2024)