Wealthlab FSG & Policies

Want more details on us? Here are the key documents that you should read.


(Trading as Wealthlab Pty Ltd)
is a Corporate Representative of MiPlan Advisory Pty Ltd. (ABN 70 600 370 438, AFSL 85478).
Click the button below to view our FSG, Privacy Policy, Complaints and Feedback Policy, & CPD Policy.

Wealthlab Address:
98 Wills St Bendigo VIC 3550

MiPlan Advisory Address:
15 Pakington St, Geelong West VIC 3218

Privacy Policy

The Weathlab privacy policy is a statement that explains to you in simple language how our organisation handles your personal information.

Complaints and Feedback Policy

We intend to help you achieve your financial goals and provide you with the advice and support that can make a real difference to your life. We’re committed to acting in your best interests but, if for some reason you’re not satisfied with our service, or have suggestions about how it could be improved, then we want to hear from you. Please click the above link for more information on our Complaints and Privacy policy.

CPD Policy

We maintain a register of our CPD points and are committed to ongoing training of our team. Our goal is to help our clients & one of the ways we do this. Is though continued professional development and learning.

General advice only

This site is provided by Wealthlab Pty Ltd on an “as is” basis. Wealthlab Pty Ltd makes no representations or warranties of any kind express or implied, as to the operation of the site or the information, content, materials, or products included on this site.

To the full extent permissible by applicable law, Wealthlab Pty Ltd disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. Wealthlab Pty Ltd will not be liable for any damages of any kind arising from the use of this site, including, but not limited to direct, indirect, incidental, punitive, and consequential damages.

This site is created and controlled by Wealthlab Pty Ltd which has operations in Australia and the Phillipines. As such, the laws of countries will govern the disclaimers, and terms and conditions. Without giving effect to any principles of conflicts of laws. We reserve the right to make changes to our site and these disclaimers, and terms and conditions at any time.

Should you choose to act on any of the information included in the website, you accept all risks and responsibility for losses, damages, costs and other consequences resulting directly or indirectly from using this site and any information or material available from or through it to the maximum permitted by law.

Wealthlab Pty Ltd limits any liability that cannot be excluded to restoring the service, re-supplying the material or refunding any amount paid to Wealthlab Pty Ltd for the service or material. Any products or services provided by Wealthlab Pty Ltd may be modified over time.

None of the information and data contained in this website nor any opinion expressed constitutes a specific recommendation to purchase or sell a financial product, or to provide financial product advice.

Wealthlab Pty Ltd and its associates are not engaged in rendering any legal or professional services by placing these general informational materials on this website. We are not licenced tax agents.

Wealthlab Pty Ltd does not warrant or represent that the site is error free or free from viruses or defects. You must do all that is necessary (including using virus checking software) to satisfy yourself that accessing this website will not adversely affect your computer system(s).

This site is only relevant to Australian residents.

Form Submissions

Wealthlab is committed to your privacy and most areas of this Website can be accessed without submitting any information that personally identifies you, some areas require certain personal data from you (“Personal Data”) in order to share with you our resources and advice. We collect your data for the specific purpose of providing you our financial advisory services. You might receive a phone call or email from us from time to time that is marketing or information related and you will have the express option to opt out of these electronic communications.

Wealthlab Pty Ltd makes no representations or warranties about the accuracy or completeness of the information contained on this website. Any links provided to other server sites are offered as a matter of convenience and in no way are meant to imply that Wealthlab Pty Ltd endorses, sponsors, promotes or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated.


Wealthlab Pty Ltd is the copyright owner of all text and graphics contained on this website, except as otherwise indicated. Other parties’ trademarks and service marks that may be referred to are the property of their respective owners. You may print a copy of the information contained herein for your personal use only, but you may not reproduce or distribute the text or graphics to others or substantially copy the information on your own server, or link to this website, without prior written permission of Wealthlab Pty Ltd.

Permission to use and reproduce documents and related graphics available from this website is granted, provided that:

1) This copyright notice appears and that both the copyright and permission notice appear;

2) use and reproduction of documents and related graphics available from this website is limited to personal, non-commercial use;

3) no documents or related graphics, including logos, available from this website are modified in any way; and 4) no graphics, including logos, available from this website are used separate from accompanying text. Use or reproduction for any other purpose is prohibited by law and may result in civil and criminal penalties.

If this disclaimer is held to be invalid, unenforceable, or illegal for any reason, the remaining parts of the disclaimer shall nevertheless continue in full force.