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Deltafi Wealth Management

Website information

Terms of use

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These terms govern your access to and use of the Deltafi Wealth Management website. By using this website, you agree to these terms.

1. About this website

This website is operated by Deltafi Pty Ltd, trading as Deltafi Wealth Management.

Deltafi Pty Ltd is a Corporate Authorised Representative No. 1322099 of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735, Australian Financial Services Licence No. 229892.

Callum Burns is an Authorised Representative No. 1312201 of Lifespan Financial Planning Pty Ltd.

Financial services provided by Deltafi under Lifespan Financial Planning Pty Ltd's Australian Financial Services Licence are provided on behalf of Lifespan Financial Planning Pty Ltd.

2. General information only

The purpose of this website is to provide general information only. The contents of this website do not constitute personal financial advice and have been prepared without taking into account your objectives, financial situation or needs.

Before acting on any information on this website, you should consider whether it is appropriate for you, having regard to your objectives, financial situation and needs. You should obtain personal financial advice before making an investment or other financial decision.

Information on this website should not be construed as a recommendation to acquire, dispose of or retain any particular financial product, investment or security.

3. Financial products

Where information relates to a financial product, you should obtain and consider the relevant Product Disclosure Statement and Target Market Determination before deciding whether to acquire the product.

Product availability, features, costs, risks and eligibility requirements may change. Information on this website should not be treated as a substitute for the current disclosure documents issued by the relevant product provider.

4. Accuracy and currency

Information on this website is provided in good faith and is believed to be accurate at the time it is published. However, it may be selective, incomplete or unsuitable for your particular purposes.

Deltafi does not warrant that the information is complete, accurate, current or free from errors. Information may be updated, amended or removed without notice.

Deltafi does not guarantee that this website will always be available, uninterrupted, secure or free from viruses or other harmful components.

5. Use in Australia

The information on this website has been prepared in accordance with Australian law for the supply of goods and services.

This website, these terms and all matters relating to them are governed by the laws applicable in New South Wales and the Commonwealth of Australia.

The information may not satisfy the laws of another country. It is not directed at people in another country and should not be relied upon by people outside Australia.

6. Third-party information and websites

This website may contain information obtained from third parties or links to third-party websites. Providing a link does not mean that Deltafi or Lifespan Financial Planning Pty Ltd endorses the website, its operator or any product or service available through it.

Deltafi does not control and is not responsible for the content, accuracy, availability, privacy practices, opinions, products or services of third-party websites.

No representation is given, warranty made or responsibility taken for the accuracy, timeliness or completeness of information obtained from third parties. You should consider whether third-party information is appropriate for your circumstances before relying on it.

7. Limitation of liability

To the maximum extent permitted by law, Deltafi is not liable for any loss, damage, cost or expense arising from your use of this website, your inability to access it, or your reliance on general information or third-party content available through it.

Nothing in these terms excludes, restricts or modifies any consumer guarantee, right or remedy that cannot lawfully be excluded, restricted or modified.

8. Intellectual property and copyright

Unless otherwise stated, the original information, design, branding and other content on this website are owned by Deltafi Pty Ltd or used with the permission of the relevant owner. The content is protected by the Copyright Act 1968 (Cth) and applicable international laws.

You may download a single copy of website content for your personal reference and, where necessary, make one printed copy. Except as permitted by law, you must not reproduce, adapt, publish, distribute, transmit, publicly perform or otherwise use website content without prior written permission from Deltafi Pty Ltd or the relevant copyright owner.

Deltafi, the Deltafi logo and associated branding must not be used without prior written permission.

9. Privacy

Personal information submitted through this website will be handled in accordance with the applicable privacy policy.

Please do not send highly sensitive personal, health or financial information through an unsecured website form unless specifically requested and an appropriate secure process has been provided.

You can read the current Privacy Policy .

10. Changes to these terms

Deltafi may amend these terms from time to time. The updated terms will take effect when they are published on this website. The date shown at the top of this page identifies when these terms were last updated.

11. Further information and contact

Further information about the financial services offered by Deltafi and Lifespan Financial Planning Pty Ltd is contained in the Financial Services Guide and Adviser Profile.

Questions about this website or these terms can be submitted through the Deltafi contact form.