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Compliance & Disclosure

Documents and information provided to meet regulatory disclosure requirements. For enquiries, contact penny@127financial.com.au.

Documents

  • Financial Services Guide (FSG)

    Download the Financial Services Guide.

    View PDF

  • Authorised Representative Certificate

    Corporate Authorised Representative certificate from ASIC.

    View PDF

  • Privacy Policy

    How personal information is collected and handled.

    View PDF

  • Complaints & Dispute Resolution

    Process for lodging a complaint and escalation options.

    View

  • Terms & Conditions

    Website terms of use.

    View

  • Disclaimer

    General financial advice disclaimer.

    View

Representative Details

  • 127 Financial Pty Ltd

    ABN 24 690 643 166 — Corporate Authorised Representative (No. 001319152) under the AFSL No. 562011 of Capri Asset Management Pty Ltd ABN 89 625 573 328.

  • Contact

    Penny White — Client Relationship Manager
    Email: penny@127financial.com.au
    Mobile: 0457 676 091
    Postal: PO Box 911, Main Beach QLD 4217

    Email Call