Principled Wealth Management, Practical Business Advisory, Proactive Accounting and Taxation
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Communication Disclaimer Policy

Communication Disclaimer Policy

Thank you for visiting our website and for viewing our Communication Disclaimer Policy.

For the purpose of this Communication Disclaimer Policy, the following businesses will be 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).

This Communication Disclaimer Policy outlines the terms and conditions that apply to all forms of communication issued by EGU, including but not limited to email, traditional post, telephone conversations, text messages, and electronic messaging platforms. By engaging with our communications, you acknowledge and accept the terms set out below.

Confidentiality

All communications from our firm are intended solely for the individual or entity to whom they are addressed. Information contained within any communication may be confidential, legally privileged, or otherwise protected.
If you are not the intended recipient, any use, review, disclosure, distribution, copying, or reliance on the communication is strictly prohibited. If you receive a communication in error, you must notify the sender immediately and delete or destroy all copies.

Nature of Advice

Any financial, accounting, taxation, or strategic information provided in our communications is general in nature unless expressly stated otherwise. Such information does not take into account your personal objectives, financial situation, or needs. Before acting on any information, you should consider whether it is appropriate to your circumstances and seek independent professional advice. Past performance is not a reliable indicator of future results.

Accuracy, Integrity, and Security

While reasonable precautions are taken to ensure the accuracy and integrity of our communications, we do not guarantee that any communication is free from errors, viruses, corruption, interception, or unauthorised access. Electronic communications may be delayed, misdirected, or otherwise compromised. Our firm accepts no liability for any loss or damage arising from the use of, or reliance on, any communication or its attachments unless expressly stated otherwise.

Regulatory Information

Where a communication includes information relating to regulated financial services, it is provided under the authorisations held by our firm. Additional regulatory details, including licensing information, are available upon request.

Records and Monitoring

Communications with our firm may be monitored, recorded, or retained for compliance, training, and quality assurance purposes, in accordance with applicable laws and professional standards.

Intellectual Property

All content contained within our communications remains the intellectual property of our firm unless otherwise stated. No part of any communication may be reproduced, distributed, or adapted without prior written consent, except where permitted by law.

Updates to This Policy

This Communication Disclaimer Policy may be amended or revised at any time. The revised Policy will take effect when it is uploaded on our website. This Communication Disclaimer Policy represents the latest version of the EGU Communication Disclaimer Policy.