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Your Heritage Financial Planning

C/- TJL Financial Management Pty Ltd
(TJL Wealth Solutions Pty Ltd AFSL 529187)
12 Albert Street
Taree 2430

Email

Phone 65512333 & 65549511

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.

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We are now proudly part of TJL

Same team. Same trusted advice. Now with the added strength and support of TJL behind us. We’re still here for you — just with a new name.