Additional documents you may receive from us
When we provide you with our services you may receive:
- a Product Disclosure Statement (PDS) which provides details about the significant risks and benefits, costs, charges and other significant characteristics or features of the products we have recommended.
- A Target Market Determination (TMD) which describes who a product is appropriate for (target market), and any conditions around how the product can be distributed to clients.
It’s important to read and understand these documents before making a decision about a particular financial product (e.g. Super funds and ETF providers have PDS’).
Who are we?
Marquetable Group Pty Ltd / Invest With Queenie is an Australian-owned financial education business which provides financial education and general financial advice via newsletters, email, audio, video, radio, television, seminars and conferences, a public website and members-only websites. The factual information and general advice we provide can help you make better decisions and free you from financial anxiety. If you need professional advice tailored to your specific needs, consult a financial adviser. We can help you find the right adviser for your situation.
The Services We Are Authorised To Provide
Marquetable Group Pty Ltd / Invest With Queenie (ABN: 85 635 225 259) is a Corporate Authorised Representative No. 001301337 of MoneySherpa Pty Ltd (ABN: 32 164 927 708) (AFSL: 451289), associated with Life Sherpa, and we are authorised to provide general financial product advice only to retail clients in relation to, as well as deal in, the following classes of financial products:
- Basic deposit products
- Deposit products other than basic deposit products
- Debentures, stocks or bonds issued, or proposed to be issued, by a Government
- Shares & ETFs (i.e. “securities”);
- Managed investment schemes, including investor directed portfolio services
In providing these services, Marquetable Group Pty Ltd / Invest With Queenie and MoneySherpa Pty Ltd act on their own behalf and neither Marquetable Group Pty Ltd / Invest With Queenie nor MoneySherpa Pty Ltd are providing these services as your agent or broker.
General Advice Only – Investment Warning
We provide general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the PDS before making a decision to acquire a financial product.
If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Questions received by us – a warning
We love to engage and hear from our community, to help everyone learn about finance. That includes taking questions, feedback or requests from our audience.
If we answer your questions, it’s vitally important that you understand we do not know your financial situation and we are not licensed to provide personalised responses, advice, or instructions. It’s really important you seek the advice of a licensed and trusted financial planner before acting on any of the information produced by Invest With Queenie and our partners.
How We Use Your Personal Data
We are committed to ensuring your privacy. We have a Privacy Policy, which can be accessed at the websites below or by emailing us (see our contact information below).
https://www.investwithqueenie.com/privacy-policy/
https://www.investwithqueenie.com/terms-and-conditions/
To provide our services, we may collect your name, address, date of birth and email address. We may also keep your telephone number, address or payment details if you provide them to us. If you click on any links to a third party website from our website or affiliated websites, including when paying for a Subscription Service via PayPal or Stripe, you should be aware that these other sites may have their own privacy and data processing practices.
We may also keep a copy of any correspondence between you and us. This may include your emails, telephone calls and letters. Should you wish to change or remove your information from our database, please write to us.
We do our utmost to keep your information secure and will never disclose any of your personally identifiable information to third parties without express permission. This does not include trusted third parties who assist us in maintaining our services, including our website. We will not sell or lend your personal information to any third party.
At times, we may contact you with promotional offers and marketing via email, or we may contact you via phone to help with account related enquiries or to ask for feedback.
How We Are Paid
Neither Marquetable Group nor MoneySherpa Pty Ltd is owned by Fund Managers, Insurers or Banks so the services we provide are not directly influenced by product manufacturers. We are however a commercial enterprise and we do receive remuneration from product issuers from time to time. This is based on sponsorships or paid advertisements or based on actions you take such as clicking a link or acquiring a product. We may also receive remuneration for referring you to a product or advice provider. However, our staff are salaried employees and do not receive any additional benefits that may influence the general advice or factual information that they provide to you. Any payment we receive is paid to us by the issuer and is not a direct cost to you.
As an authorised representative, Marquetable Group Pty Ltd / Invest With Queenie pays MoneySherpa Pty Ltd a fixed monthly fee.
Referral Fees and Commissions
We may refer you to other businesses which provide services such as mortgage broking and financial planning/financial advice. This includes Life Sherpa, which is associated with our licensee. However, we are not obliged to refer you, or anyone, to them. And any fees would be disclosed to you at the time the advice is given. These businesses pay us fees for our referrals, which in turn support our business. You do not pay extra for the advice services to use one of our trusted referral partners. We will disclose the referral arrangements to you whenever we refer you to another business.
Professional Indemnity Insurance
MoneySherpa Pty Ltd has professional indemnity insurance in place that satisfies the requirements for compensation arrangements under section 912B of the Corporations Act.
These insurance policies cover the services provided by us and our representatives after they cease working with us. MoneySherpa Pty Ltd has satisfied the requirements for compensation arrangements under section 912B of the Corporations Act 2001.
What Should I Do If I Have A Dispute Or Complaint?
You can make a complaint about our services by email using: [email protected]
We have established procedures to ensure that all complaints are handled in a timely manner. We aim to acknowledge all complaints immediately.
Additionally, you may contact the MoneySherpa complaints officer at [email protected]. If the complaint cannot be resolved to your satisfaction within 45 days you have the right to refer the matter to the Australian Financial Complaints Authority (AFCA), which is an external complaints service. MoneySherpa’s member number is 34698.
Australian Financial Complaints Authority (AFCA)
How Can I Contact You?
Our contact details are as follows:
- Marquetable Group Pty Ltd / Invest With Queenie
- Register Address: 81 – 83 Campbell Street, Surry Hills, NSW 2010
- Contact: email: [email protected]
Our authorising AFS licensee:
- MoneySherpa Pty Ltd AFS Licence No. 451289
- Phone: 1300 MYSHERPA (1300 6974 3772)
- Email: [email protected]
