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
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:
In writing to: Advice Complaints, Key Financial Planners, 17 Murray Street Nuriootpa SA 5355
Email: admin@keyfinancial.net.au
3.) If an issue has not been resolved to your satisfaction, you can lodge a complaint with the Australian Financial Complaints Authority, or AFCA. AFCA provides fair and independent financial services complaint resolution that is free to consumers:
Website: www.afca.org.au
Email: info@afca.org.au
Telephone: 1800 931 678 (free call)
In writing to: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001
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.