Gatton and Esk: 07 5462 2277
Email: [email protected]

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OBT Financial Group

Building Your Financial Security

OBT sloganBuild your financial security with OBT Financial Group – Lockyer Valley Business of the Year recipients and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 40 years.

OBT announces changes to Financial Planning business

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We are happy to announce some changes to our Financial Planning business!

Effective 25 July, 2016 we have moved our Australian Financial Services Licence authorisation from Western Pacific (AFSL 224662) to Lonsdale Financial Group (AFSL 246934). This change is a result of corporate changes within the broader Western Pacific group.

Along with this change, we will be updating our trading name to OBT Financial Planning Pty Ltd.

Apart from our name change, there are no other changes that will affect you.

All our professional advisers and key support staff remain unchanged providing you with the assurance of continued high-quality service. Lonsdale Financial Group (AFSL 246934) is a financial services dealer group that provides support to a vast network of financial advisers across Australia. This new association with Lonsdale will provide us with access to a greater amount of resources that will enable us to continue to deliver an exceptional level of service to you.

Lonsdale Financial Group (like Western Pacific) is also owned and backed by the IOOF group, so it will be business as usual with no other impact to you. The only visible difference will be that future correspondence from us will be from OBT Financial Planning Pty Ltd and will have references and authorisations to Lonsdale Financial Group.

Your personal information will continue to be treated with the utmost care to protect the confidentiality and accuracy of your details.

This will be a seamless transition for our clients, and we to look forward to working with you to achieve your financial goals. As always, if you would like to discuss our change to OBT Financial Planning Pty Ltd or have any questions, please contact our office on 07 5462 2277.

We’re excited about this new development, and look forward to a continuing partnership with you throughout your financial journey.

More information available at https://obtfinancialgroup.com.au/financial-planning/.

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Information we are required to Disclose to You as a Tax Agent and BAS Agent

Our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

  • Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2025 onward include the following:
    • None Applicable
  • The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here:
    https://www.tpb.gov.au/public-register
  • If you have a complaint about our Tax Agent and/or BAS Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please email Brett Garmeister (Director). Your complaint will be investigated by Brett or a staff member who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
  • OBT Financial Gatton
  • 20 William Street,
  • Gatton,
  • Qld 4343
  • Postal:PO BOX 105
  • ph: 07 5462 2277
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OBT Financial Group
4.8
 
 
 
  
 
 
 
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The accountants and financial planners at OBT Financial Group are true professionals. Highly recommended.
  
 
 
  
 
 
 
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They have helpful and quick staff
  
 
 
  
 
 
 
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