Legal & Disclaimers
Planwise Financial Solutions
Planwise Financial Solution (PFS) and Greg Slatter is a Authorised Representative of Australian Financial Services (AFS) ABN: 50 116 900 362 Licence number 297239 and a full member of the Financial Planning Association of Australia (FPA). PFS is the holder of Australian Financial Services Licence No. 263862. "Planwise Financial Solutions" is the registered business name (ABN 192 95 765 875).
Accuracy of Information
This Site has been prepared from information believed to be accurate and reliable at the time it was sourced. No employee or agent of Planwise Financial Solutions, gives any guarantee, representation or warranty as to the reliability, accuracy or completeness of the information on the Site, nor accepts any responsibility or liability arising in any way (including by reason of negligence) for errors in, or omissions from, the information on the Site. This does not limit any rights a person may have under the Trade Practices Act. Subject to the law, Planwise Financial Solutions does not accept any responsibility, or owe any duty of care, to any person acting, or refraining from acting, as a result of information on the Site.
Life Insurance Policies
Applications for life insurance policies can only be made on the Application Form contained in a current Product Disclosure Statement (PDS).
Superannuation
Applications for Superannuation can only be made on an application form attached to a current Product Disclosure Statement (PDS).
Managed Investments
Applications for Managed Investments can only be made on an application form attached to a current Product Disclosure Statement (PDS).

