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 is independently owned and operated. We have no conflicting interests and 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 1^st 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.

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. We are a member of Credit Ombudsman Service Ltd, and you can contact them on telephone 1800 138 422, or email info@cosl.com.au or post, PO Box A252 Sydney South NSW 1235