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  1. General advice warning.
  2. “Any of our content that may be considered to be advice has been prepared without taking account of your objectives, financial situation or needs. Before you act on the advice, you should consider whether it is appropriate to you, having regard to your objectives, financial situation and needs. Where this advice relates to the acquisition of a financial product, you should obtain and consider the -Product Disclosure Statement for the product before you make a decision about whether to acquire the product.”

  3. No advice disclaimer,
  4. Our Web content is not financial product advice. In particular, it is not intended to be a recommendation or statement of opinion or to influence you in relation to making any decision about a financial product.”

    MERITUM PRIVACY STATEMENT Meritum is committed to ensuring the confidentiality and security of your personal information. Some personal information we collect is sensitive information, which may include information relating to a person’s racial or ethnic origin, political opinions, religion, trade union or other professional or trade association membership, sexual preferences and criminal record, that is also personal information, and also includes health information about an individual. The Meritum Privacy Policy detailing our handling of personal information is available upon request. You may request access to information held about you by contacting the Meritum Privacy Officer.

In order to undertake the management and administration of our business, being:

  • to provide financial services and financial product advice to individuals in accordance with the terms and obligations contained in our Australian Financial Services Licence;
  • to supervise our Authorised Representatives in accordance with the terms of the Authorised Representative Agreement and also in accordance with the Corporations Act 2001 or other appropriate legislation;
  • to conduct our business;
  • to comply with our legal obligations; and
  • to help us manage and enhance our services, it may be necessary for us to disclose your personal information to certain third parties.

The types of organisations to whom we may need to disclose your personal information to include:

  • financial services product providers (for example, insurance companies and fund managers);
  • our authorised representatives;
  • consultants we engage;
  • organisations involved in a transfer or sale of all or part of our assets or business (including accounts and trade receivables);
  • organisations involved in managing our funding functions;
  • regulatory authorities, if required by law, including the Australian Securities and Investment Commission (ASIC); and
  • anyone else to whom you authorise us to disclose it.

We will only disclose your personal information to these organisations to enable them to undertake specified management, administration and advisory services.

You may elect to receive further information from Medium about Meritum’s programs or services by contacting us on 02 9241 5822 or writing to us at:

Meritum Financial Group Pty Ltd Level 1, 509 St Kilda Road MELBOURNE VIC 3004

 
 

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"Mark helped us overcome the challenges of acquiring our first home loan. With his expert advice and guidance we have gone on to purchase our second and third property with ease." -Amanda Leahy


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