Website information & engagement terms

This page is a public summary of how Crestwell approaches an advice engagement. If we enter into an engagement with you, the current written engagement terms and the disclosure that applies to your particular advice will govern that engagement. Nothing on this page replaces your statutory rights or the information we must provide at the applicable stage of the advice process.

Before Crestwell begins a financial-advice engagement, it will identify the relevant advice scope, the financial adviser expected to give the advice, applicable product or provider limitations, and other information that relates to your engagement. The current company-level information is available in our Disclosure Statement.

• Provide information that is accurate, complete and relevant to the agreed scope of advice.
• Tell us if your circumstances or objectives change in a way that may affect the advice.
• Review the information and advice provided, and ask questions before acting.
• Seek legal, tax or other specialist advice where it is relevant to your circumstances.

Crestwell Private Office Limited is recorded as FSP1013094 and holds a full Class 2 Financial Advice Provider licence. Crestwell and the people giving advice on its behalf are required to meet applicable standards of competence, knowledge and skill; give priority to client interests; exercise care, diligence and skill; and meet applicable ethical behaviour, conduct and client-care standards.

Where a fee, provider payment, commission, incentive or other conflict is relevant to your engagement, Crestwell will provide the applicable current information—including the amount, calculation or estimate where applicable, timing, relevant provider and management steps—at the required stage of the advice process. Our public explanation is available on How we are paid.

If you are dissatisfied with any aspect of Crestwell’s service and would like a response or resolution, please use the complaints route in our Disclosure Statement. It explains Crestwell’s internal process and current external dispute-resolution details. Crestwell is a member of Financial Services Complaints Limited (FSCL) – a Financial Ombudsman Service, membership 9769.

We review public information when material regulatory or business information changes. If a change is material to an existing engagement, Crestwell will explain the current information at the required stage. You can request the current public disclosure information at any time.