Important Information

Crestone Wealth Management

This website

This website is owned and operated by Crestone Wealth Management Limited (ABN 50 005 311 937, AFS Licence No. 231127). By accessing and/or using this website and related services, you agree to Terms and Conditions available at the link below.

Dealing with your privacy

We are committed to protecting your Personal Information, and will only collect, use, hold and disclose your Personal Information in accordance with our privacy policy. For any matters relating to privacy, please contact our Privacy Officer via one of the following methods:

Crestone Wealth Management Privacy Officer
Level 32, Chifley Tower
2 Chifley Square
Sydney NSW 2000

E: privacy@crestone.com.au

Complaints resolution

If you need to contact us about a complaint, you can put your concern or complaint in writing to our Complaints Officer at the address provided below:

Crestone Wealth Management Complaints Officer
Level 32, Chifley Tower
2 Chifley Square
Sydney NSW 2000

E: complaints@crestone.com.au

We will try to resolve your complaint quickly and fairly. If you are still not satisfied with the outcome, you may have the right to lodge a complaint either with the Financial Ombudsman Service Australia if lodged before 1 November 2018 or with the Australian Financial Complaints Authority if lodged on or after 1 November 2018. Contact details for these organisations are provided below.

You can also contact ASIC on the ASIC Infoline (T: 1300 300 630) to make a complaint and to obtain information about your rights. We will also provide you with a summary of how we deal with client complaints if you ask for it.

 

Financial Ombudsman Service Australia (before 1 November 2018)

Financial Ombudsman Service Limited
GPO Box 3
Melbourne VIC 3001

E: info@fos.org.au

W: fos.org.au

T: 1800 367 287

 

Australian Financial Complaints Authority (on or after 1 November 2018)

Australian Financial Complaints Authority
GPO Box 3
Melbourne VIC 3001

E: info@afa.org.au

W: afca.org.au

T: 1800 931 678

Authority to execute documents

Members of our Board will generally execute documents (including agreements) for Crestone Wealth Management. If you have any questions about the persons who are authorised to execute documents on behalf of Crestone Wealth Management or its associated entities, please contact our Company Secretary at the address below. In our dealings with clients, we may refer to employees of Crestone Wealth Management as 'partners' or 'directors'. These are generally corporate titles and are not indicative of the existence of any partnership nor the capacity of these employees to execute documents on behalf of or otherwise bind Crestone Wealth Management or any of its associated entities.

E: company.secretary@crestone.com.au