Please read the following information carefully.
Privacy Policy
The privacy of your personal information is important to us. We are required to comply with the Australian Privacy Principles. We will always comply with the Australian Privacy Principles as well as other applicable laws affecting your personal information.
This privacy policy outlines our policy on how we manage your personal information. It also sets out generally what sort of personal information we hold, for what purposes and how we collect, hold, use and disclose that information.
Read our Privacy Policy
Your rights and obligations under Taxation Law
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires us to advise you of certain matters including our rights, responsibilities and obligations as a tax practitioner to you, the Tax Practitioners Board (TPB) and Australian Taxation Office (ATO) as well as your obligations to the ATO.
Read about your rights and obligations
Financial Services Guide
The Financial Services Guide provides important information about the financial services being offered. By reading the guide, you will learn what to expect from our advice service and how to make informed decisions.
Read Focus Partners Wealth Financial Services Guide
Read Connectus AFSL Ltd Financial Services Guide
Credit Services Guide
The Credit Services Guide helps you understand the credit services available to you so you can make informed decisions with confidence. It explains who is providing the service, what we can offer, how we are paid and what to do if you have a concern. Reading it gives you a clear picture of your rights and helps you feel more in control of your financial choices.
Read Herbert Mai’s Credit Services Guide
Read Danielle Podolak’s Credit Services Guide
Read Sacha Novak’s Credit Services Guide
How to make a complaint
We are committed to providing quality advice to our clients, and this extends to providing you with an accessible complaint resolution mechanisms. If you have any complaints or concerns about the advice or services provided to you by any Focus Partners Australia representative, please take the following steps:
Read about our complaint handling steps
Website Terms
Our website terms outline how you can use the Focus Partners website. By accessing or using our site, you agree to comply with these terms, which include important information about your rights, responsibilities, and restrictions when using our online services.
The terms cover areas such as acceptable use, intellectual property, and limitations of liability. Please review them to ensure you understand your obligations when engaging with our content.
Read our Website Terms