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Palomar Group is the corporate authorised representative (CAR number 001298006) of Newport Private Wealth Pty Ltd (AFSL number 451820)

 

CONTACT US

CONTACT

Daniel Baohm

dan@palomargroup.com.au
+61 403 663 385

 

Alex Berezner

alex@palomargroup.com.au

+61 403 272 838

LOCATION

Suite 3, Level 7, 24-28 Collins Street (Farrer House)

Melbourne, Victoria, 3000

 

Important Disclosures


GENERAL ADVICE WARNING

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THE INFORMATION PROVIDED ON THIS WEBSITE IS GENERAL IN NATURE AND SHOULD NOT BE CONSIDERED PERSONAL ADVICE. Personal advice requires the provider to take into account the client’s circumstances. This does not apply to general advice. The information on this website contains general information only. We have not taken into consideration any of your personal objectives, financial situation or needs. Before taking any action, you should consider whether the general advice contained in this communication is appropriate to you having regard to your circumstances and needs, and seek appropriate professional advice if you think you need it. It is important, before considering an investment, that you read the relevant Information Memorandum having regard to your own situation. We recommend that you consult a licensed or authorised financial adviser if you require financial advice that takes into account your personal circumstances.

 

WHOLESALE INVESTOR / JURISDICTION

By accessing this website you are confirming that you are an Australian wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth) or you are otherwise in a jurisdiction where it is not unlawful for you to access information about Palomar's services and products. The information contained on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Palomar to any registration or other requirement within such jurisdiction or country. In particular, the information contained in this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities or services in the United States to or for the benefit of any person in the United States.

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WEBSITE TERMS & DISCLAIMER

 

COPYRIGHT

No material on this website may be reproduced adapted or transmitted without the specific written consent of Palomar, except as permitted under any relevant law.

 

PRIVACY

To preserve the confidentiality of all information you provide to us, we have adopted the following privacy policy.

Palomar is bound by the National Privacy Principles under the Privacy Act 1988 (Cwlth) (the “Privacy Act “) and all other applicable privacy laws.

All staff of Palomar take privacy seriously and are committed to observing the company’s privacy policy.

Palomar may use your information to provide and market the services of our affiliates to you and to develop our relationship with you. We may share your information with financial planning businesses affiliated with us.

Palomar may also disclose your information to service providers, agents and contractors from time to time to help us to provide and market our services to you.

Palomar handles personal information relying on the employee and related bodies corporate exemptions in the Privacy Act where those exemptions are relevant.

Palomar  generally only collects personal information from this website you provide voluntarily.

When you visit this website or download information from it, our Internet Service Provider (ISP) makes a record of your visit and records your internet address, your domain name, if applicable and the date and time of your visit to website.

Our ISP also collects information such as the pages our users access, the documents they download, links from other sites they follow to reach our site, and the type of browser they use. However, this information is anonymous and is only used for statistical and website development purposes.

 

DISCLAIMER

Information provided on this website is general in nature and does not constitute financial advice.

Palomar will endeavor to update the website as needed. However, information can change without notice and Palomar does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.

Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.

Palomar does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except in so far as any liability under statute cannot be excluded, Palomar and its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person.

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© 2023 by PALOMAR GROUP 

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