Terms of Use Policy
Effective Date: 1 January 2026
1. General Advice Warning (Important) Wheatley Wealth Management Pty Ltd (ABN: 15 143 796 794) holds an Australian Financial Services Licence and Credit Licence (532426).
Australian tax residents only: The information on this site is only relevant to Australian tax residents. If you are not an Australian tax resident you should not rely on any information contained in these courses.
General Advice Only: The information provided in this course is general in nature. It does not take into account your particular objectives, situation, or needs.
No Personal Advice: No personal financial product advice is provided on this website. You should evaluate any information on this site before making any financial decisions, or seek the assistance of a financial adviser.
Investment and Financial Product Risk: We do not guarantee any particular rate or return, the performance of any investment/product, or the repayment of capital. Investments are subject to many risks, including the loss of capital or income.
2. License to Use
Single User Access: Your account is for your personal use only. Sharing your login credentials with others is strictly prohibited and may result in the immediate termination of your account without refund.
Intellectual Property: Unless necessary for viewing, the information on this website (videos, workbooks, text) may not be reproduced in any shape, form, or fashion, nor plagiarised by any parties under any conditions without written approval from Wheatley Wealth Management.
3. User Conduct You may not use this website to post material that is offensive, contravenes any law, or disparages Wheatley Wealth Management. You must not pass off our information as your own.
4. Third-Party Links This course may contain links to external websites (e.g., calculators, news sites). We do not endorse, approve, or recommend the operators of third-party websites or their content. Following links to any third-party sites is entirely at your own risk.
5. Limitation of Liability To the maximum extent permitted by law, we will not be liable in any way for any loss or damage suffered by you through use or access to this website and the services it provides. Our liability for negligence or breach of contract is limited to resupplying this website or any part of it to you.
6. Jurisdiction These Terms & Conditions are under the jurisdiction of the law in force in the state of New South Wales, Australia. Parties submit to the non-exclusive jurisdiction of the courts of NSW for determining any dispute concerning these Terms & Conditions.
7. Modifications We may modify these Terms & Conditions at any time, and you agree to continue to be bound by these modified Terms & Conditions. We will provide notice of any changes by updating the listed Terms & Conditions on this website.
8. User-Generated Content & Testimonials By submitting any content to this website (including survey responses, feedback, or comments), you grant Wheatley Wealth Management a non-exclusive, worldwide, royalty-free license to use, reproduce, edit, and display such content for marketing and educational purposes.
However, we respect your privacy. We will never publish your full name or contact details alongside your feedback without your explicit consent. If we use your content in public marketing, we will either anonymize it (e.g., "Student from Sydney") or seek your written permission to attach your name.