• Live the life you want with the money you have. Life Sherpa - Australia's most affordable financial advice service

    LIFE SHERPA -

    AUSTRALIA'S MOST AFFORDABLE FINANCIAL ADVICE

    WHAT IS LIFE SHERPA?

    Life Sherpa is a one stop online shop for financial advice and support – no matter who you are, or where you want to go. It's a better way for all Australians to get the benefits of smarter financial advice and resources, in a way that’s easy, convenient and affordable.

     

    WHO IS IT FOR?

    Life Sherpa is focused on working Australians who are contemplating their life journey, and the role that money will play. Whether you’re flying solo, coupled up, or doing the family juggling act, they can help you scale your financial challenges – and reach your goals sooner.

     

    HOW CAN LIFE SHERPA HELP?

    Phone or online consultations with a qualified financial adviser

    Online courses on money management (and more)

    Handy financial resources and tools

    Access to the right home loans, superannuation funds, insurance policies and more

    Life Sherpa was founded by Vince Scully, a qualified accountant, financial planner and mortgage broker with more than 35 years of experience in banking, finance and financial planning. Throughout Vince’s career, he saw the way in which smart financial planning can transform people’s lives – and he firmly believed that it was a service that should be available to all. Through Life Sherpa, he’s made this vision a reality, delivering world-class financial advice in a format that’s made for the modern world. Together with his team of Life Sherpas (all highly-experienced, accredited finance professionals), Vince is proud to have helped countless Australians achieve their goals – and the journey continues every day.

     

    Life Sherpa is a unique online platform that makes financial advice accessible to everyone. They were the first to bring personal financial advice online, and are proud to lead the way in the sector ever since.

    Go from struggling to thriving in just 12 weeks - Budget Bliss with Life Sherpa

    Are you struggling to get rid of pesky debts? Eternally hanging out for payday? Or wondering if you’ll ever be able to afford to buy a home? The Life Sherpa Budget Bliss course is right up your alley. Over a 12-week period, this comprehensive online course guides you through all the essential steps of budgeting, setting you up for future success without having to sacrifice the things that matter to you.

    Learn more about Life Sherpa and how they can help you to understand your life journey and the role that money will play

    Doug Morris CEO of Sharesight Portfolio Tracker

    Life Sherpa is an Authorised Representative (no. 468922) and Authorised Credit Representative (no. 469526) of MoneySherpa Pty Limited (ACN: 164 927 708) which holds Australian Financial Services Licence (AFSL No. 451289) and Australian Credit Licence (ACL No. 451289) issued by the Australian Securities and Investment Commission (ASIC) which govern how we provide these services.

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    Privacy Policy
    Last updated: July 15, 2021
    PRIVACY POLICY
    Finpods Pty Ltd t/a Shares for Beginners
    1. We respect your privacy
    (a) Finpods Pty Ltd respects your right to privacy and is committed to
    safeguarding the privacy of our customers and website visitors. We adhere to the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). This policy sets out how we collect and treat your personal information.
    (b) "Personal information" is information we hold which is identifiable as being about you.
    2. Collection of personal information
    (a) Finpods Pty Ltd will, from time to time, receive and store personal
    information you enter onto our website, provided to us directly or given to us in
    other forms.
    (b) You may provide basic information such as your name, phone number, address and email address to enable us to send information, provide updates and process your product or service order. We may collect additional information at other times, including but not limited to, when you provide feedback, when you provide information about your personal or business affairs, change your content or email preference, respond to surveys and/or promotions, provide financial or credit card information, or communicate with our customer support.
    (c) Additionally, we may also collect any other information you provide while
    interacting with us.
    3. How we collect your personal information
    (a) Finpods Pty Ltd collects personal information from you in a variety of ways, including when you interact with us electronically or in person, when you access our website and when we provide our services to you. We may receive personal information from third parties. If we do, we will protect it as set out in this Privacy Policy.
    4. Use of your personal information
    (a) Finpods Pty Ltd may use personal information collected from you to provide you with information, updates and our services. We may also make you aware of new and additional products, services and opportunities available to you. We may use your personal information to improve our products and services and better understand your needs.
    5. Disclosure of your personal information
    (a) We may disclose your personal information to any of our employees, officers,
    insurers, professional advisers, agents, suppliers or subcontractors insofar as
    reasonably necessary for the purposes set out in this Policy. Personal information is only supplied to a third party when it is required for the delivery of our services.
    (b) We may from time to time need to disclose personal information to comply with a legal requirement, such as a law, regulation, court order, subpoena, warrant, in the course of a legal proceeding or in response to a law enforcement agency request.
    (c) We may also use your personal information to protect the copyright, trademarks, legal rights, property or safety of Finpods Pty Ltd, Shares for Beginners,
    https://www.sharesforbeginners.com/, its customers or third parties.
    (d) Information that we collect may from time to time be stored, processed in or
    transferred between parties located in countries outside of Australia.
    (e) If there is a change of control in our business or a sale or transfer of business
    assets, we reserve the right to transfer to the extent permissible at law our user
    databases, together with any personal information and non-personal information contained in those databases. This information may be disclosed to a potential purchaser under an agreement to maintain confidentiality. We would seek to only disclose information in good faith and where required by any of the above
    circumstances.
    (f) By providing us with personal information, you consent to the terms of this Privacy Policy and the types of disclosure covered by this Policy. Where we disclose your personal information to third parties, we will request that the third party follow this Policy regarding handling your personal information.
    6. Security of your personal information
    (a) Finpods Pty Ltd is committed to ensuring that the information you provide to us is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure information and protect it from misuse, interference, loss and unauthorised access, modification and disclosure.
    (b) The transmission and exchange of information is carried out at your own risk. We cannot guarantee the security of any information that you transmit to us, or receive from us. Although we take measures to safeguard against unauthorised disclosures of information, we cannot assure you that personal information that we collect will not be disclosed in a manner that is inconsistent with this Privacy Policy.
    7. Access to your personal information
    (a) You may request details of personal information that we hold about you in
    accordance with the provisions of the Privacy Act 1988 (Cth). A small
    administrative fee may be payable for the provision of information. If you would
    like a copy of the information, which we hold about you or believe that any
    information we hold on you is inaccurate, out of date, incomplete, irrelevant or
    misleading, please email us at admin@sharesforbeginners.com.
    (b) We reserve the right to refuse to provide you with information that we hold about you, in certain circumstances set out in the Privacy Act.
    8. Complaints about privacy
    (a) If you have any complaints about our privacy practises, please feel free to send in details of your complaints to admin@sharesforbeginners.com.
    We take complaints very seriously and will respond shortly after receiving notice of your complaint.
    9. Changes to Privacy Policy
    (a) Please be aware that we may change this Privacy Policy in the future. We may
    modify this Policy at any time, in our sole discretion and all modifications will be
    effective immediately upon our posting of the modifications on our website or
    notice board. Please check back from time to time to review our Privacy Policy.
    10. Website
    (a) When you visit our website
    When you come to our website (https://www.sharesforbeginners.com/) we may
    collect certain information such as browser type, operating system, website visited immediately before coming to our site, etc. This information is used in an
    aggregated manner to analyse how people use our site, such that we can improve our service.
    (b) Cookies
    We may from time to time use cookies on our website. Cookies are very small files which a website uses to identify you when you come back to the site and to store details about your use of the site. Cookies are not malicious programs that access or damage your computer. Most web browsers automatically accept cookies but you can choose to reject cookies by changing your browser settings. However, this may prevent you from taking full advantage of our website. Our website may from time to time use cookies to analyses website traffic and help us provide a better website visitor experience. In addition, cookies may be used to serve relevant ads to website visitors through third party services such as Google Adwords. These ads may appear on this website or other websites you visit.
    (c) Third party sites
    Our site may from time to time have links to other websites not owned or
    controlled by us. These links are meant for your convenience only. Links to third
    party websites do not constitute sponsorship or endorsement or approval of these websites. Please be aware that Finpods Pty Ltd is not responsible for the
    privacy practises of other such websites. We encourage our users to be aware,
    when they leave our website, to read the privacy statements of each and every
    website that collects personal identifiable information.