This website is owned and operated by LGT Crestone Wealth Management Limited (ABN 50 005 311 937, AFS Licence No. 231127). By accessing and/or using this website and related services, you agree to Terms and Conditions available at the link below.
We are committed to protecting your Personal Information, and will only collect, use, hold and disclose your Personal Information in accordance with our privacy policy. For any matters relating to privacy, please contact our Privacy Officer via one of the following methods:
LGT Crestone Wealth Management Privacy Officer
Level 32, Chifley Tower
2 Chifley Square
Sydney NSW 2000
If you need to contact us about a complaint, you can put your concern or complaint in writing to our Complaints Officer at the address provided below:
LGT Crestone Wealth Management Complaints Officer
Level 32, Chifley Tower
2 Chifley Square
Sydney NSW 2000
E: complaints@lgtcrestone.com.au
We will try to resolve your complaint quickly and fairly. If you are still not satisfied with the outcome, you may have the right to lodge a complaint with the Australian Financial Complaints Authority. Contact details are provided below.
GPO Box 3
Melbourne VIC 3001
E: info@afca.org.au
W: afca.org.au
T: 1800 931 678
You can also contact ASIC on the ASIC Infoline (T: 1300 300 630) to make a complaint and to obtain information about your rights. We will also provide you with a summary of how we deal with client complaints if you ask for it.
Members of our Board will generally execute documents (including agreements) for LGT Crestone Wealth Management. If you have any questions about the persons who are authorised to execute documents on behalf of LGT Crestone Wealth Management or its associated entities, please contact our Company Secretary at the address below. In our dealings with clients, we may refer to employees of LGT Crestone Wealth Management as 'partners' or 'directors'. These are generally corporate titles and are not indicative of the existence of any partnership nor the capacity of these employees to execute documents on behalf of or otherwise bind LGT Crestone Wealth Management or any of its associated entities.
E: company.secretary@lgtcrestone.com.au
As an AFS licensee, LGT Crestone Wealth Management must maintain and publish a Continuing Professional Development policy (CPD Policy) that applies to Wealth Planners who are employed and authorised by LGT Crestone Wealth Management to provide personal advice to retail clients. The CPD Policy can be accessed here.
LGT Crestone treats any case of alleged misconduct or wrongdoing with the utmost seriousness. It is committed to promoting and maintaining the highest standards of legal, ethical and moral behaviour. Access our Whistleblower Policy and Procedure here.