Important information

Disclosures

Mace O'Sullivan (Authorised representative no. 1232677) and O'Sullivan Financial Pty Ltd (Corporate authorised representative no. 1258392) are representatives of the licensee JEMM Wealth Advisers Pty Ltd (AFSL 516358). 

General Advice Warning

Information outlined on this website may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

Financial services guide

The Financial Services Guide provides you with important information about JEMM Wealth Advisers Pty Ltd and its Authorised Representatives who may provide you with financial services. You can find a copy of the Financial Services Guide here.

Privacy policy

When you trust us with your personal information, you expect us to protect it and keep it safe.

We are bound by and will protect your personal information in accordance with the JEMM Wealth Advisers Pty Ltd Privacy Policy which can be found here. If you would like more information about how we protect your privacy, please contact us.

Disputes handling & our complaints policy

We treat any complaint we receive seriously. If you are dissatisfied with your experience as our client we ask that you communicate with us (e.g. by phone, email or in person - see the “Contact Us” page) so we can try to resolve the issue for you. We’ll do our best to help figure out the background of the matter with you.

We have adopted best practice complaints handling processes to ensure:

  1. Acknowledgement of your concerns within 24 hours of receipt;

  2. Speedy assessment and investigation;

  3. Timely provision of a response (known as an IDR response) no more than 30 days after we receive your complaint.

If we cannot resolve the issue to your satisfaction within that time frame we will refer you to the free industry complaints handling body known as Australian Financial Complaints Authority Limited (AFCA).

We are a financial member of AFCA, the Government approved External Disputes Resolution scheme.

AFCA can be reached at 1800 931 678

AFCA’s mail address is GPO Box 3, Melbourne Vic 3001

AFAC’s website is www.afca.org.au