Terms & Conditions


MTIS Wealth Management is an authorised representative of MTIS Private Wealth Pty Ltd, Australian Financial Services License No. 473383. MTIS Wealth Management Pty Ltd is a privately owned financial advisory firm, focusing on building our client’s inter-generational wealth through the use of active investment management, efficient tax and investment structures, strategic advice and technical expertise.

Specialising in Self-Managed Super Funds (SMSFs) and Family Office advice, we offer a comprehensive advisory service for High-Net-Worth clients with a focus on wealth management, retirement advice, estate planning, wealth protection, social security and aged care. You can contact us at support@mtis.com.au.

General Advice Disclaimer

Unless otherwise stated, our website is not designed to provide you with personal financial or investment advice. All the information on this website and contained in our published articles, does not take into consideration any of your personal financial situation, investment needs or objectives, or your tolerance to investment risk. You should seek personal financial advice from one of our in-house financial advisers who will be able to assess your current situation and provide you with personalised and tailored advice that is suitable to your needs and objectives. You should consider this before making an informed decision on whether you agree to undertake the advice provided to you.

Please consult the product disclosure statement (PDS) or other offer document for the securities and financial products we discuss with you before buying or making any decision about whether to acquire a security or product mentioned. You should invest only an amount that you can afford to lose.

All opinions expressed in our published articles represent the MTIS Wealth Management’s team’s opinions and/or the Marcus Today newsletter’s opinions as at the date of publication and may change without notice. The MTIS Wealth Management’s published articles are for information purposes only and is not intended as an offer or solicitation with respect to the sale or purchase of any security or financial product.

None of MTIS Wealth Management Pty Ltd, its employees, directors or associates guarantee the performance of a security or financial product that is recommended. Investments are subject to possible risks, including loss of invested capital due to market downturn, delays in repayment and loss of income.

MTIS Private Wealth Pty Ltd is the licensee of the Marcus Today newsletter and may receive brokerage or commission in connection with a recommendation or a dealing in financial products as a result of a recommendation. MTIS Private Wealth Pty Ltd and/or its associates may also have some other pecuniary interest or other interest in making the recommendation. Particulars of brokerage or commission and any other interests will be disclosed when the addressee seeks the personal advice of MTIS Private Wealth Pty Ltd.

MTIS Wealth Management Pty Ltd to the full extent permitted by law, disclaim any liability for any loss (including but not limited to consequential and economic loss) arising in accessing this website, or our failure of transmission of this website. Our liability for negligence, breach of contract or contravention of any law because of our failure to wholly or partially provide this website, or problems with this website, which cannot be legally excluded, is limited to the maximum extent permitted by law, to resupplying this website, wholly or partially, or to paying for the resupply of this website to you, wholly or partially.

The licence holder MTIS Private Wealth Pty Ltd has prepared a Financial Services Guide (FSG) which sets out, among other things, information on the commissions, remuneration and benefits that they and their associates may receive in respect of providing a financial service to you should you so choose to avail yourself of their services. You can obtain an FSG from their website www.mtis.com.au.


This website is owned by MTIS Wealth Management Pty Ltd. MTIS Wealth Management Pty Ltd and its logos and designs are all trademarks owned by MTIS Wealth Management Pty Ltd.

This website complies with appropriate Australia legislation and unless otherwise specified, is directed solely at those who access this site from the Australia. MTIS Wealth Management Pty Ltd does not make any representation that any product or service referred to in the materials on this website are appropriate for use, or available, in other locations.

MTIS Wealth Management Pty Ltd has taken care in the preparation of the content of this website. To the extent permitted by law, MTIS Wealth Management Pty Ltd disclaim all warranties, either express or implied terms of satisfactory quality and fitness for a particular purpose. All such implied terms and warranties are hereby excluded. MTIS Wealth Management Pty Ltd does not represent that the information contained in this website is accurate, comprehensive, verified or complete, and shall accept no liability for the accuracy or completeness of the information contained in the website or for any reliance placed by any person on the information.

MTIS Wealth Management Pty Ltd shall not be liable for any loss that may arise from the use of the information contained in any of the materials on this website.

Certain (hypertext) links in this site will lead you to websites that are not under the control of MTIS Wealth Management Pty Ltd. When you activate any of these you will leave this website and MTIS Wealth Management Pty Ltd will accept no responsibility or liability in respect of the material on any other website.

This site may contain material which advertises products and services of third parties. MTIS Wealth Management Pty Ltd exclude liability for any illegality or breach of other regulatory rules arising from, or error, omission, ambiguity or inaccuracy in, such material.

If any provisions of these disclaimers and exclusions shall be unlawful, void or for any reason unenforceable, then that provision shall be deemed severable and shall not affect the validity and enforceability of the remaining provisions.

The copyright in the material contained in this website belongs to MTIS Wealth Management Pty Ltd or its licensors. Any person may copy any part of this material, subject to the following conditions:

  • Permission must be sought from the copyright owner. Email MTIS Wealth Management Pty Ltd on support@mtis.com.au.
  • the copies must retain any copyright or other intellectual property notices contained in the original material.
  • the products, technology or processes described in this website may be the subject of other intellectual property rights reserved by MTIS Wealth Management Pty Ltd or by other third parties. No licence is granted in respect of those intellectual property rights.
  • images on this site are protected by copyright and may not be reproduced or appropriated in any manner without written permission of their respective owner(s).

Please note that the above terms and conditions may be updated by us from time to time without notice. By browsing this website you accept that you are bound by the current terms and conditions and we therefore recommend that you check these each time you revisit our site.

"We empower our clients to enjoy life, while we actively manage their investments and help to achieve their goals."