Policies & Financial Service Guide

Last updated: 9 November 2021


At Blue Edge Financial Planning, we are committed to protecting your privacy as a customer and an online visitor to our website. We use the information we collect about you to maximize the services that we provide to you. We respect the privacy and confidentiality of the information provided by you and adhere to the Australian Privacy Principles. Please carefully read our privacy policy below.

Privacy Collection Statement

Complaints Policy

Our focus is on always acting in your best interest and to do so in a fair and reasonable way.  Clear communication is key to our relationships. If we make an error, didn’t understand you or have miscommunicated, we will always tell you and endeavour to make it right. We also have a Complaints Policy.  You can access this using the link below: 


Financial Services Guide and Adviser Profiles

Our industry is highly regulated. To help consumers understand how we operate and who we are please read the following documents: 

Financial Services Guide

Marion Deegan Adviser Profile

Christina Cabrera Adviser Profile

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