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The terms of use of this site apply to Momentum Wealth ( ACN 115860547  ABN 87 115 860 547 )   Momentum Wealth Finance Pty Ltd Finance Brokers Licence 3170 (ACN 112 286 656 ABN 49 112 286 656), Momentum Wealth Property Pty Ltd Licence Number TC 53788 (ACN 116 331 116 ABN 97 116 331 116), Momentum Wealth Projects Pty Ltd (ACN 090 792 439 ABN 29 090 792 439), Momentum Wealth Investment Planning Pty Ltd (ACN 117 827 040 ABN 56 117 827 040 ) and Momentum Wealth Education Pty Ltd (ACN 113 765 352 ABN 64 113 765 352), are collectively referred to as the “Momentum Companies” In this Terms and Conditions, the reference to “Momentum Communication” includes information provided through this website, audio or video recordings, brochures, telephone contact, emails and other correspondence. By purchasing, accessing, listening to, reading, using any of our services, or in any form, being made aware of any Momentum Communication, you agree to the following terms and conditions. None of the Momentum Companies are licensed financial advisers, nor lawyers or accountants. We are not providing in any Momentum Communication advice in any professional capacity. The information provided in any Momentum Communication is for educational and discussion purposes only. There is no intention to create any advisor/client relationship in respect of the information given. You may specifically employ us to perform services on your behalf and those services will be subject to separate terms and conditions. Some of the information provided in Momentum Communications is based on financial projections and calculations based on possible taxation circumstances. The readers are to note that the projections and calculations are merely provided to provoke thought and discussion and are not intended to imply that the projections and calculations are indicative of current or future market circumstances. All investment carries some form of risk. Before any investment is made, you should consider whether the risk is suitable to your circumstances. Each individual’s circumstances and risk tolerance are different. You are strongly advised to seek independent and qualified accounting, legal and financial advice before taking any actions as a result of reading or listening to the Momentum Communication. Neither the Company, nor its affiliates, or its employees and directors are to be held responsible for any actions you take after reading or listening to, and acting or not acting on, the Momentum Communication. You agree that under no circumstances will the Company, its affiliates or its employees and directors be responsible for: (1) any information contained in or omitted from the Momentum Communication; (2) any person’s reliance on any such information, whether or not the information is correct, current or complete; or (3) the consequences of any action you or any other person takes or fails to take, whether or not based on information provided by, or as a result of, the use of the Momentum Communication. The information in the Momentum Communication is of course subject to copyright and none of the information is to be disseminated without the express written authority of the Company. None of the information provided in any form of Momentum Communication is to be on-sold or transferred for any consideration to any persons or body corporate. The reader of the Momentum Communication acknowledges that they are only allowed to use the Momentum Communication for their personal use only. The copyright of the Company will be strictly enforced. Our website may contain links to other sites. The user is to be aware that we make no representation of, nor guarantee the accuracy or the safety of, any of these sites. The user chooses to use them entirely at their own risk. DISPUTE RESOLUTION PROCESS We are committed to meeting, if not exceeding, our clients’ expectations whenever possible. As much as we all dislike receiving complaints, we recognise that dissatisfied clients have a right to complain and to have their complaint handled quickly and directly. Clients who take the time to complain may well still have confidence in us and want to continue dealing with us. Complaints are not a nuisance or a cost, they are an opportunity to obtain feedback from clients about their product or service experience. We use them as a way to change products,  service style and market focus, expediently and inexpensively, to meet clients’ needs, maintain clients’ confidence and continuously improve service and relationships with our clients. Complaints are, in fact, a valuable and important part of ongoing business relationships. They flag potential problems and difficulties, and recurrent complaints may indicate a systemic problem that needs immediate attention. They enable us to provide solutions to problems, rather than have remedies imposed by an external body. The prompt resolution of complaints is a good indicator of whether, generally, we are consistent and presenting the best possible image to clients and prospective clients. It enables us to prevent disputes from becoming entrenched. All staff and credit representatives must comply with our internal dispute-resolution procedures. We do not charge a fee to consumers who make a complaint. Our Complaints Contact Person is Jennifer Wakeman. Our Complaints Contact Person is responsible for:

  • dealing with and attempting to resolve all client complaints which cannot be resolved by providing clarification or information;
  • advising clients of their rights to lodge complaints with our external dispute-resolution scheme;
  • managing all disputes with clients;
  • liaising with our external dispute-resolution scheme; and
  • dealing with the MFAA and the MFAA Disciplinary Tribunal as necessary (in relation to our finance broking services).

We provide the following information about our internal and external dispute-resolution procedures (for our finance broking services).

  • We display a leaflet publicising our external dispute resolution scheme in our offices at all times.
  • We publish the name and contact details of our Complaints Contact Person and a guide to our Internal Dispute-Resolution Procedure on our website.
  • We provide a guide to our Internal Dispute-Resolution Procedure to any consumer who asks for it or when they want to make a complaint.