Licensing, privacy and complaints

Who we are

WE Private is the private wealth division of Wealth Effect Group (ABN 18 697 023 795). Wealth Effect Group (Corporate Authorised Representative 424768) and Andre Dirckze (Authorised Representative 395157) are authorised representatives of Boston Reed Ltd, ABN 89 091 004 885, Australian Financial Services Licence 225738.

WE Mortgage Solutions is a trading name of Wealth Effect Pty Ltd ATF Wealth Effect Unit Trust, ABN 78 766 858 328, an Authorised Credit Representative (480612) of BLSSA Pty Ltd, Australian Credit Licence 391237.

WE Private’s services are available to selected clients at our discretion.

General advice warning

The information on this website is general advice only. It does not take into account your objectives, financial situation or needs. Before acting on it, consider whether it’s appropriate for you and read the relevant Product Disclosure Statement, Target Market Determination or other disclosure document. Case studies and examples are illustrative only. Past performance is not a reliable indicator of future performance. Tax information is general and you should get advice from a registered tax agent about your own situation.

Financial Services Guide

Our Financial Services Guide explains the services we offer, how we and our licensee are paid, any relationships that could influence our advice, and how to complain. [FSG PDF to be uploaded.]

Privacy

As part of our commitment to client service and confidentiality, and as required by law, Boston Reed Ltd and its representatives comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles. [Privacy policy PDF to be uploaded.]

Complaints

If you’re unhappy with our service, please tell us first so we can try to put it right. Call 1300 459 101 or email admin@wealtheffect.com.au. You can also contact our licensee, Boston Reed. If your complaint isn’t resolved to your satisfaction, you can contact the Australian Financial Complaints Authority (AFCA), a free and independent external dispute resolution scheme, at www.afca.org.au, by emailing info@afca.org.au or by calling 1800 931 678.

Wholesale clients

Some products and services referred to on this website are available only to wholesale clients as defined in the Corporations Act 2001 (Cth). Wholesale clients may not receive the same disclosure documents or protections as retail clients. See our wholesale investor guide.