Legal Information
Company Information
Agencyfolverta Financial Planning Pty Ltd
Proprietary Limited Company
Level 12, 345 Collins Street
Melbourne VIC 3000
Australia
Contact Details
Management
Managing Director: Sarah Mitchell
Authorized Representative: David Chen
Registration Details
ABN: 14 045 178 001
ACN: 420 156 889
GST Registration: 50325178151
Tax File Number: 941058351
Regulatory Information
Licensed by Australian Securities and Investments Commission (ASIC) AFSL 485355
Licensed and regulated by the Australian Securities and Investments Commission
Regulatory Authority:
Australian Securities and Investments Commission (ASIC)
Level 5, 100 Market Street, Sydney NSW 2000
asic.gov.au
Professional Liability Insurance
Insurance Provider: Professional Indemnity Insurance Ltd
Policy Number: PI-2025-789456
Coverage Area: Australia and New Zealand
Dispute Resolution
Disputes may be resolved through the Australian Financial Complaints Authority (AFCA).
For international clients, alternative dispute resolution is available.
https://ec.europa.eu/consumers/odr
Resolution services are provided at no cost to consumers.
Content Responsibility
All content is reviewed and approved by our compliance team.
Responsible Person: Sarah Mitchell, Managing Director
Copyright Notice
All content on this website is protected by copyright and intellectual property laws.
Important Disclaimer
This website contains general information only and does not constitute personal financial advice.
Full Disclaimer /disclaimer