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Site Policies & Terms of Use

Service Agreements

FinServ Consulting and the client operate under a service agreement, which can be made available upon request.

Our Fees

Our philosophy is to have long term relationships with our clients and this is reflected in our pricing. Our fees are competitive and inclusive of all charges. Please note that if unusual or unexpected circumstances arise FinServ may require additional fees for service. This will be discussed and mutually agreed at the time.

FinServ reserves the right to review its fees and charges at any time, change the nominated consultant without notice, charge additional time spent in preparation, on-site or issuing reports at any time.

Travel and accommodation expenses are charge at cost. At our discretion we may cap or proportionally share expenses depending upon the circumstances.

Credit terms are strictly 14 days from invoice issuance.

We also provide clients with the ability to pay fees based upon pre-agreed half yearly instalments.


We often have access to very sensitive information and materials, and regard the confidentiality with which we handle these as paramount. All our representatives are continually trained in industry principles, being aware of the consequences of any violation.

Your access to and continued use of this web site constitutes your acceptance, without limitation, of FinServ’s disclaimers; copyright notice and Privacy Policy, as stated or referred to in the web site. FinServ reserves the right to amend the Terms of Use at any time, with immediate effect. You should therefore refer to them periodically.

Any questions regarding these Terms of Use should be addressed to us by mail, telephone, facsimile or email to: mball@finserv.com.au

Website Terms of Use


The information contained on this website is not a legal opinion and should at no time be construed as such. This website is designed to provide helpful guidance on some key issues. You can choose to take different views and approaches. It does not cover everything that may be relevant to you and does not take into account your particular circumstances.

Finserv Consulting Pty Ltd and its related businesses makes no representation and gives no warranty as to the accuracy of the information in this website and accepts no liability for any errors, misprints or omission herein (whether negligent or otherwise). FinServ Consulting Pty Ltd and related companies shall not be liable for any loss or damage whatsoever arising as a result of any person acting or refraining for acting in reliance on any information contained therein.


You may not re-produce, duplicate, copy, sell or transmit in any form, by any process or otherwise exploit any part of this websites contents for any commercial purpose without prior specific written consent from FinServ.

Viruses and Third Party Links

We do not represent that any information or file taken from or through this website is free from computer viruses, faults or defects. It is your responsibility to scan for such viruses and FinServ will not be liable to your or any other person for any loss or damage caused by this website. Likewise, FinServ holds no responsibility over third party links on this website; you may visit them at your own risk. These sites are owned and operated without any governance from FinServ, therefore we are not responsible for any aspect of associated sites.


FinServ Consulting is committed to protecting the privacy of your personal information.

When you visit our web site you may supply personal information in order for us to provide you with our services. Or, you may wish to access information you or another party has provided to us.

We limit the use and disclosure of any personal information supplied by you or third parties to the specific purpose for which it was supplied to us (except with the individual’s consent).

We may use or disclose your personal information to let you know about, and develop, products and services from across the Group that might better serve your needs or promotions or other opportunities in which you may be interested. You can contact us at any time if you no longer wish us to do so.

We take reasonable steps to ensure that whenever we collect, use or disclose personal information, it is accurate, complete and up to date. If you believe your personal information is incorrect please advise us and we will amend our records.

We are not responsible for the privacy or the content of other web sites with which we have links.