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Financial Services Guide
About this document
This Financial Services Guide (‘FSG’) is an important document, which we are required to give to you under the requirements of our Australian Financial Services Licence. It provides you with information about W.A. Blue Gum Limited (the ‘Company’, ‘we’, ‘us’ or ‘our’) to help you decide whether to use the financial services we provide. This FSG explains the services we can offer to you and the types of products we offer. It also explains how we (and other related persons) are remunerated for these services, and includes details of our internal and external complaints handling procedures and how you can access them.
To invest in any of our financial products you must complete the application form attached to the Product Disclosure Statement (‘PDS’). The PDS information about the particular product and will assist you in making an informed decision about that product.
We only provide general financial product advice and you must seek independent personal financial product advice to meet you individual financial situation. Personal financial product advice is advice that takes into account one or more of your objectives, financial situation and needs.
Who are we?
The Company is licensed under the Corporations Act to provide these services to you. Our Australian Financial Services Licence is 246264.
We do not act as a representative of any other licensee in relation to the services we provide you.
You can contact us by:
- calling our 1300 888 511
- writing to us at Level 21, 385 Bourke Street, Melbourne VIC 3001
- email us at email@example.com or
- our website at www.wabluegum.com.au
W.A. Blue Gum Limited is an unlisted public company which was incorporated on 19 May 1993. The Company is the Responsible Entity of a managed investment scheme, WA Blue Gum Project ARSN 092 289 266. The project involves the establishment and cultivation of Eucalyptus Globulus (Tasmanian Blue Gum) plantations in the south west of Western Australia.
We believe that a long-term, valuable relationship with both our subscribers and their advisers can only be built on a foundation of trust and honesty. Our clients deserve access to full and understandable information in order to make wise investment decisions. So, throughout all communications, we aim to be straight talking and transparent.
We pride ourselves on our history of delivering high level performance, efficient administration and client service.
What financial services and products do we offer?
The Company is authorised to offer the following financial services:
- deal in financial products by:
- provide general financial product advice in respect of interests in the W.A. Blue Gum Project ARSN 092 289 266; and
- operate a registered managed investment scheme, W.A. Blue Gum Project ARSN 092 289 266.
(i) issueing, applying for, acquiring or disposing of interest in the W.A. Blue Gum Project ARSN 092 289 266;
(ii) applying for, acquiring, varying or disposing of deposit and payment products (limited to basic deposit products and deposit products) and general insurance products on behalf of another person;
We do not provide financial planning services and only give general financial product advice in respect of interests in the W.A. Blue Gum Project ARSN 092 289 266. We will not give you personal financial advice if you contact us by phone or by email.
How can you transact with us?
You must complete the Application Form in the PDS. Before signing the Application Form, applicants should read the Product Disclosure Statement.
The application form must not be circulated or distributed unless attached to a copy of this Product Disclosure Statement.
You can contact us in writing (e.g. fax, e-mail or letter) or another method as agreed by us.
How are we paid for the services we provide?
The Company does not receive any fees, nor do we charge you additional fees for providing general financial product advice.
What commissions, fees or other benefits are received?
Employees of the Company who give you general financial product advice do not receive specific payments or commissions for the giving of that advice. These employees and our directors may receive salaries, bonuses and other benefits from us.
The pds or offer document for the particular product will disclose further details.
You may receive advice in relation to the products we offer from financial advisers that do not work for this Company. These advisers may receive remuneration from us. The adviser’s remuneration is included in the fees you pay when subscribing in our product.
The amount of this remuneration is set out in the PDS. Your adviser is also required to set out the remuneration and commissions they receive in the Statement Of Advice (‘SOA’), which they must give to you. Some of these advisers may be representatives of other licensees.
We may pay commissions of up to 10% or provide other benefits to third parties for referring customers to us.
What should i do if i have a complaint?
You have the right to enquire into or complain about the operation of our product and service to the extent that it relates to you or your subscription. We have established procedures to ensure all enquiries and complaints are properly considered and dealt with. If you have an enquiry or complaint, please telephone or email us.
If you are not satisfied with our handling of your complaint you may lodge a written complaint with the Financial Industry Complaints Service (FICS), 31 Queen St, Melbourne Victoria 3000. You can call FICS on 1300 780 808.