Terms of service.
Our terms of service: the plain english version.
Hello! Legal documents can be dense and confusing. We believe in being clear and transparent, so we’ve created this simple summary of our official Terms of Service. It explains the key points of what you agree to when you use our website and services.
The full legal version is provided below this summary.
1. Our Website is for General Information Only
What it means: Think of our articles and blog posts like a financial news report, not a personal medical diagnosis. The information is general in nature and is not tailored to you, your family, or your financial situation.
What you should do: Please don’t make any big financial decisions based solely on what you read here. Real, professional financial advice involves a deep understanding of your personal circumstances, and that can only happen when we work together formally.
2. Visiting Our Site Doesn’t Make You a Client
What it means: Just by browsing our website, sending us an email, or filling out a booking form, you haven't formally hired us and we haven't officially taken you on as a client.
What you should do: A formal advisor-client relationship only begins after we've had a proper discussion and we both sign a Client Service Agreement.
3. How We Handle Your Information
What it means: When you use a contact form, we obviously need to collect the information you provide (like your name and email) so we can help you. To run our business securely and efficiently, we use professional, trusted partners and tools like registered Australian Financial Services Licence and Paraplanning providers, Microsoft Office 365, Squarespace, and a specialist CRM for financial advisors called DASH to manage this information.
What you should do: Our full Privacy Policy has all the details on how we protect your data. We take your privacy very seriously.
4. Please Be Respectful
What it means: We ask that you use our website respectfully. Please don't copy our content without permission or do anything that could harm the site.
5. Our Legal Responsibility
What it means: We provide all information on this site in good faith, but we can't be held legally responsible for any loss you might experience from relying on the general information provided. Of course, this doesn't change any of your fundamental rights under Australian Consumer Law.
6. We're Based in NSW
What it means: We are a local Australian business. Any legal matters between us will be handled here in New South Wales.
7. These Rules Can Change
What it means: We may need to update these terms from time to time. If we do, the new version will be posted here.
Any questions? Please get in touch! We're happy to clarify anything.
Offical terms of service.
Last Updated: 2 November 2025
1. Introduction
Welcome to The Financial Boutique (ABN 88 135 348 784). These Terms of Service ("Terms") govern your access to and use of our website thefinancialboutique.au, including any content, contact forms, booking forms, and information provided (the "Service").
By accessing or using our Service, you agree to be bound by these Terms. If you disagree with any part of the terms, you may not access the Service.
2. General Advice Warning
The information provided on this website, including in blog posts, articles, and general content, is general advice only.
This advice has been prepared without taking into account your personal objectives, financial situation, or needs. Before acting on any information on this website, you should consider the appropriateness of the information, having regard to your own objectives, financial situation, and needs. You should obtain and consider a copy of our Financial Services Guide and any relevant Product Disclosure Statements (PDS) before making any decision to acquire a financial product.
3. No Client Relationship
Use of this website, submission of a contact or booking form, or communication via email or phone does not automatically create a financial advisor-client relationship. A formal client relationship is only established upon the mutual execution of a Client Service Agreement and completion of our formal onboarding process.
4. Privacy and Data Handling
Your privacy is paramount. By using our Service, you consent to the collection, storage, and use of your personal information as described in our Privacy Policy.
Please be aware that we use third-party services to manage our operations, and your data may be processed and stored by these providers. This includes:
Australian Financial Services Licensee (AFSL): Finchley & Kent Pty Ltd AFSL 555169, ABN 50 673 291 079, registered office at Level 63, 25 Martin Place, Sydney NSW 2000
Paraplanning Services: Padua Solutions (Padua Financial Group Pty Ltd)
Website Hosting: Squarespace, Inc.
Client Relationship Management (CRM): DASH (DASH Technology Group Limited)
Email and Document Management: Microsoft Office 365 for Business
Digital Signature Management: Annature
We have taken reasonable steps to ensure these providers have appropriate security and privacy standards in place. For more details, please review our Privacy Policy.
5. Use of the Service
You agree to use this website and our services for lawful purposes only. You must not:
Copy, reproduce, or distribute our content without our prior written permission.
Use the website in any way that could damage our reputation, the website, or the general business operations.
Submit false or misleading information through our contact or booking forms.
6. Limitation of Liability
To the maximum extent permitted by law, including the Australian Consumer Law, The Financial Boutique is not liable for any direct, indirect, incidental, or consequential loss or damage arising from your use of, or reliance on, the information and content on this website. Our liability for any breach of a condition or warranty implied by law and which cannot be excluded is limited to the extent possible, at our option, to the supply of the services again or the payment of the cost of having the services supplied again.
7. Governing Law
These Terms are governed by and construed in accordance with the laws of New South Wales, Australia. You agree to submit to the exclusive jurisdiction of the courts of that State.
8. Changes to Terms
We reserve the right to modify these Terms at any time. We will notify you of any changes by posting the new Terms on this page and updating the "Last Updated" date. Your continued use of the Service after any such changes constitutes your acceptance of the new Terms.
9. Contact Us
If you have any questions about these Terms, please contact us.