Authorisations
EGU Wealth Management and EGU Financial Services
Ben Wieland is a Director and Authorised Representative (AR 401073), Ben Widdup is an Authorised Representative (AR 1269810) and EGU Wealth Management (ABN 34 339 231 736) is a Corporate Authorised Representative (CAR 434344) of EGU Financial Services Pty Ltd (ABN 19 626 684 366) (AFSL 509564).
Verify on the ASIC Financial Advisers Register: www.moneysmart.gov.au/financial-advice/financial-advisers-register
EGU Accounting and Taxation
Corinne Kirk is a registered Tax Agent with the Tax Practitioners Board (TAN 26328216). William Wieland is a registered Tax Agent with the Tax Practitioners Board (TAN 75370008). EGU Accounting and Taxation (ABN 68 933 870 812).
Verify on the Tax Practitioners Board Register: www.tpb.gov.au/public-register
Communication Policy
For the purposes of this policy, the following entities are referred to collectively as EGU:
EGU (ABN 87 156 834 711)
EGU Accounting and Taxation (ABN 68 933 870 812)
EGU Financial Services (ABN 19 626 684 366)
EGU Wealth Management (ABN 34 339 231 736)
Confidentiality
Communications from EGU are intended solely for the individual or entity to whom they are addressed. If you are not the intended recipient, any use, disclosure, distribution, or copying of the communication is prohibited. Please notify the sender immediately and destroy all copies.
Nature of Advice
Unless expressly stated otherwise, any financial, accounting, taxation, or strategic information in our communications is general in nature. It does not take into account your personal objectives, financial situation, or needs. Before acting on any information, consider whether it is appropriate to your circumstances and seek independent professional advice where necessary. Past performance is not a reliable indicator of future results.
Accuracy and Security
EGU does not warrant that any communication is free from error, delay, interception, or unauthorised access. No liability is accepted for loss or damage arising from reliance on any communication or its attachments unless expressly stated otherwise.
Regulatory Information
Where a communication relates to regulated financial services, it is issued under the authorisations held by EGU. Licensing and regulatory details are available upon request.
Monitoring and Records
Communications with EGU may be monitored, recorded, or retained for compliance, training, and quality assurance purposes.
Intellectual Property
All content within EGU communications remains the intellectual property of EGU unless otherwise stated. No part may be reproduced, distributed, or adapted without prior written consent, except as permitted by law.
Updates
This policy may be amended at any time. The current version is the version published on this website.