This Financial Services Guide was prepared on 22 May 2107.
About this Financial Services Guide
This Guide is designed to answer basic questions regarding the financial services that we are authorised to provide before you decide whether to use our services.
About Value Invest
Value Invest is the registered business name of Valueinvest Pty Ltd (ABN 85113590033) (AFSL 494690) of 1 Columba Place Peppermint Grove WA 6011, tel 1300 850 295, email james@valueinvest.com.au. Our financial products and services are offered under the AFSL of Valueinvest Pty Ltd.
Our Financial Services
Our Australian Financial Services License (AFSL 494690) authorises us to provide general product advice to retail and wholesale clients for the following classes of financial products:
- Basic deposit products
- Securities
General Advice Only
We only provide general advice. That means that we do not consider your own particular circumstances (eg your objectives, financial situation) before giving you advice. Before acting on any of our advice you should consider whether it is suitable for you, taking into account your own particular circumstances.
Remuneration
We receive the fee as advertised on our website for our webinar services. If we offer any other products and services to you, these will be fully disclosed before you purchase them. We do not receive any third party referral fees or commissions.
Insurance Arrangements
We have in place professional indemnity insurance to cover us for our services to you.
Privacy Policy
The privacy of your personal information is important to us. You can read our Privacy Policy on our website.
Terms & Conditions
Our terms and conditions set out our mutual rights and responsibilities in respect of our services. You can read these terms & conditions on our website.
Complaints
We endeavour to satisfy our customers. However, if you do have a complaint please contact us at james@valueinvest.com.au, and we will attempt to resolve it. If you are still unhappy, you should contact the Financial Ombudsman Service by calling 1300 78 08 08 or posting your complaint to GPO Box 3, Melbourne, Victoria 3001.