About us 

John Lansdowne
Principal/Director

Ultimate Financial Planners was born out of Ultimate Pensions (est 1992) based on the founding belief that wealth creation, wealth protection and financial security, should be clear, competent and available.

Ultimate Financial planners extensive knowledge and experience enables you to plan with confidence, direction and clarity.

Our fees are usually less than the average managed fund.

Ultimate Financial Planners  have no conflicting interests, we do not recommend any proprietary investments. Our dedication is to our clients best interest.

Our Principal, John Lansdowne, has been a licenced authorised representative since 1st June 1988.

Furthermore, we believe that by combining our experience, expertise and research, you will be able to achieve any reasonable goals and aspirations that you set yourself.    

Cash Accumulators and Protection Services Pty. Ltd. (CAPS) hold an Australian Financial Services Licence (AFSL) number 446176 and trades as Ultimate Financial Planners.

 

Privacy Statement

At Ultimate Financial Planners, we are committed to the highest standards in relation to the collection, use, accuracy and storage of your private information. The Privacy Act 1988 contains 13 principles known as the ‘Australian Privacy Principles’. Your rights, our obligations and how we deal with them are detailed in our Privacy Policy. You are entitled to a copy of our Privacy Policy, free of charge, on request.

 If you believe we have not acted appropriately in relation to your privacy rights, you are entitled to lodge a complaint with us, initially by contacting your adviser. If you are not satisfied with the way in which we investigate and respond to your complaint, you are entitled to lodge a formal complaint with an External Dispute Resolution Scheme of which we are a member. Privacy complaints should be referred to the Office of the Australian Privacy Commissioner, Phone: 1300 363 992, Postal: GPO Box 5218 Sydney 2001.
 
Financial Services Guide
 
Our  latest Financial Services Guide is available below:
Ultimate Financial Planners FSG
 
If you have a complaint
 
If a complaint cannot be resolved to your satisfaction, you have the right to refer your matter to the Australian Financial Complaints Authority (AFCA) of which CAPS is a member.   AFCA can be contacted on 1800 931 678 or at the postal address: GPO Box 3, Melbourne, Vic,  3001.  W: www.afca.org.au