Website Terms and Conditions

The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS).

Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained on this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and Cervus Wealth Management Pty Ltd disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward looking statements. Past performance is not an indication of future performance.

Privacy Policy

We respect your privacy and are committed to ensure that any Personal Information we collect about you is handled in accordance with the provisions of the Privacy Act 1988 and the Australian Privacy Principles and any other applicable privacy related laws. Further information on how we handle your personal information is explained in our Privacy Policy which can be accessed here.

Advertising and Links to Other Websites

This site contains links to third party sites. These linked websites are not under our control or the control of Cervus Wealth Management Pty Ltd and we are not responsible for the content of any linked website or any hyperlink contained in a linked website. Cervus Wealth Management Pty Ltd provides these hyperlinks to you as convenience only and the inclusion of any link does not imply any endorsement of the linked website by us. A link made to any such website is entirely at your own risk.

The information on this website is provided for Australian residents only, and where indicated, may be limited to specific states and territories of Australia.

Complaints

Cervus Wealth Management takes all complaints seriously. Cervus Wealth Management has professional indemnity insurance that complies with the Corporations Act 2001.

Stage 1 - Our complaint handling process

If you have a complaint about your adviser or Cervus Wealth Management, please contact our Complaints Manager on 07 5536 1301 or write to us at:

  • Email: info@cervus.com.au

  • Mail: PO Box 855, Coolangatta QLD 425

We will acknowledge receipt of a complaint within 1 business day. Where this is not possible, acknowledgement will be made as soon as practicable.

We will review your complaint and provide you with a final response that includes reasons for our decision within 30 days.

Stage 2 - External dispute resolution

If an issue has not been resolved to your satisfaction, you can lodge a complaint with the Australian Financial Complaints Authority (AFCA). AFCA provides fair and independent financial services complaint resolution that is free to consumers:

  • Online: www.afca.org.au

  • Email: info@afca.org.au

  • Phone: 1800 931 678 (free call)

  • Mail: Australian Financial Complaints Authority

    GPO Box 3, Melbourne VIC 3001

For further information, please read our Public Complaints Policy.