Legal Information
Company Information
jolentariquo
jolentariquo Financial Planning Services Pty Ltd
Level 12, 456 Collins Street, Melbourne, VIC 3000
Contact Details
Legal Representatives
Managing Director:: Sarah Mitchell, CPA
Authorized Representatives:: James Chen, CFP; Rebecca Thompson, CFA
Registration Information
Commercial Register:: Australian Securities and Investments Commission
ACN:: 847 329 156
ABN:: 94 847 329 156
Tax File Number:: On file with ATO
Regulatory Information
Licensed by ASIC ACN 847329
Supervisory Authority:: Australian Securities and Investments Commission
Level 7, 120 Collins Street, Melbourne VIC 3000
AFSL Number:: 502841
Professional Liability Insurance
Insurance Provider:: QBE Insurance Australia
Policy Number:: PLI-847329-2025
Territorial Coverage:: Australia and New Zealand
Professional Associations
Member of Financial Planning Association of Australia
Associate Member of CPA Australia
Our services are conducted in accordance with the professional codes of conduct of our respective professional bodies.
Dispute Resolution
For international clients, we participate in alternative dispute resolution procedures for consumer disputes.
EU residents may access the European Commission's online dispute resolution platform at::
ec.europa.eu/consumers/odrWe are committed to participating in dispute resolution procedures before competent consumer arbitration boards.
Content Responsibility
jolentariquo Financial Planning Services Pty Ltd is responsible for all content published on this website in accordance with Australian consumer law and financial services regulations.
We do not assume responsibility for content on external websites linked from our site.
Copyright Notice
© 2025 jolentariquo.com. All rights reserved. Licensed financial planning services in Australia.
All content, designs, and materials on this website are protected by Australian copyright law. Unauthorized use is prohibited without express written consent.
Data Protection
We process personal data in accordance with the Privacy Act 1988 (Cth) and applicable Australian privacy principles.
For detailed information about our data handling practices, please refer to our Privacy Policy.