Policies

Privacy Policy

At the Key Financial Planners, we do our utmost to protect and respect your privacy. In general, you can expect that personally identifiable information you submit to us, whether through our website, email or other communication, is treated as confidential. Click here to view our Privacy Policy

Email

For email communications, your email address is used only to send you the requested information and/or other periodical updates if requested. Your address will never be shared with any other party in any form.

Disclaimer

We take great care to ensure that information on this site is accurate and up-to-date – however, we cannot guarantee that this information will be correct at all times, or is fit for any particular purpose.

Your use of this publicly available information is at your discretion.

Copyright

Unless otherwise stated, all content on this website is the property of Key Financial Planners, and may not be reproduced without prior permission.

You may use content from this site for personal, non-commercial use, or for journalism or review purposes – please provide a link to this website www.keyfinancial.net.au with any published material.

Complaints

Key Financial Planners endeavour to provide you with quality financial advice. If you have a complaint or concern about the service provided to you, we encourage you to take the following steps:

1.) Contact us first about your concern.

2.) If your concern is not resolved to your satisfaction, you may contact Key Financial Planners by:

Writing: Advice Complaints, Key Financial Planners 17 Murray Street Nuriootpa SA 5355

Email: admin@keyfinancial.net.au

3.) If your concern is not resolved, or if you are not satisfied with the decision, you may lodge a complaint:

with the Australian Financial Complaints Authority if lodged on or after 1 November 2018:
Online:    www.afca.org.au
Email:     info@afca.org.au
Phone:    1800 931 678 (free call)1
Mail:        Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001

Time limits may apply to complain to AFCA and so you should act promptly or otherwise consult the AFCA websites to find out if or when the time limit relevant to your circumstances expires.

4.) The Australian Securities & Investments Commission (ASIC) is Australia’s corporate, markets and financial services regulator. ASIC contributes to maintaining Australia’s economic reputation by ensuring that Australia’s financial markets are fair and transparent and is supported by informed investors and consumers alike. ASIC seeks to protect consumers against misleading or deceptive and unconscionable conduct affecting all financial products and services. You may contact ASIC by:

Writing: Australian Securities & Investments Commission, GPO Box 9827, Your Capital City

Or

PO Box 4000, Gippsland Mail Centre Victoria 3841 Website: www.asic.gov.au Phone: 1300 300 630

Before you send your concern to any of these respective bodies, please contact them first to understand the process of lodging your concern with them.