NexiaCorp Financial Services Pty Ltd

Our Financial Planning division is led by Martin Duncan. Martin has nearly 20 years experience in the financial services industry both in the UK and in Australia and is qualified to give advice in both countries. He works closely with his clients to ensure an appropriate plan is put in place in order that their financial goals are achieved. Martin is an avid traveler having come to Australia via North and South America. He had a great time eating steak in Argentina, climbing mountains in Canada, and mountain biking in Chile. He also enjoys sports and regularly plays soccer and golf.

 

Martin provides the following financial services to our clients under Infocus Securities Australia Pty Ltd: –

 

· Wealth Creation                                                            · Lifestyle Planning
· Superannuation Strategies                                      · Retirement Planning
· Risk Management / Life Insurance                      · Investment Strategies
· Estate Planning

 

In Australia, financial advice can only be provided by holders of an Australian Financial Services License (AFSL) and their authorised representatives. Nexia Corp Financial Services Pty Ltd is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (‘Infocus’).

Infocus holds an Australian Financial Services License and Australian Credit Licence (no. 236523) and provides us with access to software, professional development, compliance, and business support. Infocus also provides us with access to technical and legislative materials and updates as they become available.

For more information about Infocus, you can visit their website www.infocus.com.au

If you have a complaint www.infocus.com.au/complaints about the service provided by us you should:

Let us know your concerns. We value your feedback and the opportunity to improve our service. In the first instance these matter should be directed to us at PO Box 1856, Sunshine Plaza QLD 4558 or Telephone (07) 5458 9400.

Alternatively, you can email: compliance@infocus.com.au

Infocus will investigate your complaint and will ensure you receive a fair and prompt reply within 30 business days. If you still not satisfied, you have the right to take the complaint to the Financial Ombudsman Service (FOS).

Infocus is a member of the external complaints resolution scheme operated by FOS. FOS provides free advice and assistance to customers not satisfied with the responses provided by member companies to their complaints. FOS may undertake an independent external investigation of the complaint or enquiry. Member companies like Infocus are bound by any decisions made by FOS. You can write to the Financial Ombudsman Service, GPO Box 3, Melbourne VIC 3001 or telephone toll free 1300 780 808.

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