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Your Heritage Financial Planning

The Parsonage

12 Albert St Taree NSW 2430

Phone 02 6551 2333

Fax: 02 6550 0551

Email:

Corporate Authorised Representative of Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221| www.centrepointalliance.com.au/aw

www.centrepointalliance.com.au/aw/fsg

GENERAL ADVICE

This information contained in this site has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth Pty Ltd not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

PRIVACY POLICY

Your Heritage Financial Planning Pty Limited treats information obtained from clients both of a financial and personal nature with strictest confidence.

In practical application, this means that questions may need to be asked when information is sought for validation of entitlement.

Respecting the confidential nature of client dealings is a condition of employment that extends beyond cessation of employment.

Full details of the Privacy Policy is available upon request to Your Heritage Financial Planning privacy officer as well as reference to the Financial Services Guide ( part 2) which is provided to all clients.

Authorised representative of Alliance Wealth Pty Ltd. Copyright Your Heritage Financial Planning :: Website by Mitchell Creative