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©2019 by Bluebird Portfolio Services. ABN 91 620 481 218 | AFSL 503266 | Privacy Policy | Terms of Use | FSG 

DOCUMENTS

FINANCIAL SERVICES GUIDE (FSG)

This FSG is designed to provide you with important information to assist you in determining whether to use any of the financial services provided by Bluebird. This FSG will provide you with information about Bluebird and how we can be contacted; what financial services we are authorised to provide to you; how we are remunerated; how we manage conflicts of interest; how we protect your information; and how we manage complaints. We also provide important information you should be aware of in relation to our research reports.

PRIVACY POLICY

Bluebird’s Privacy Policy outlines how we collect and handle your personal information. 

Bluebird Portfolio Services takes the issue of privacy very seriously and is committed to protecting and respecting your privacy. This Privacy Policy sets out Bluebird’s current data processing practices including how we collect, hold, use and disclose your personal information.

INVESTMENT PHILOSOPHY AND PROCESS

The founder, Bill Keenan, has developed an investment philosophy and process, over the past 25 years, that generates higher returns than the market, without additional risk. The latest new and improved version of the philosophy and process is employed at Bluebird.

PERSONAL SHAREHOLDINGS

To manage any perceived conflicts in regards to personal shareholdings and our stock recommendations, we disclose the shareholdings of the Director and his associates. This register will be updated regularly as shareholdings change.

DOCUMENTS

FINANCIAL SERVICES GUIDE (FSG)

This FSG is designed to provide you with important information to assist you in determining whether to use any of the financial services provided by Bluebird. This FSG will provide you with information about Bluebird and how we can be contacted; what financial services we are authorised to provide to you; how we are remunerated; how we manage conflicts of interest; how we protect your information; and how we manage complaints. We also provide important information you should be aware of in relation to our research reports.

PRIVACY POLICY

Bluebird’s Privacy Policy outlines how we collect and handle your personal information. 

Bluebird Portfolio Services takes the issue of privacy very seriously and is committed to protecting and respecting your privacy. This Privacy Policy sets out Bluebird’s current data processing practices including how we collect, hold, use and disclose your personal information.

INVESTMENT PHILOSOPHY AND PROCESS

The founder, Bill Keenan, has developed an investment philosophy and process, over the past 25 years, that generates higher returns than the market, without additional risk. The latest new and improved version of the philosophy and process is employed at Bluebird.

PERSONAL SHAREHOLDINGS

To manage any perceived conflicts in regards to personal shareholdings and our stock recommendations, we disclose the shareholdings of the Director and his associates. This register will be updated regularly as shareholdings change.

DOCUMENTS

FINANCIAL SERVICES GUIDE (FSG)

This FSG is designed to provide you with important information to assist you in determining whether to use any of the financial services provided by Bluebird. This FSG will provide you with information about Bluebird and how we can be contacted; what financial services we are authorised to provide to you; how we are remunerated; how we manage conflicts of interest; how we protect your information; and how we manage complaints. We also provide important information you should be aware of in relation to our research reports.

PRIVACY POLICY

Bluebird’s Privacy Policy outlines how we collect and handle your personal information. 

Bluebird Portfolio Services takes the issue of privacy very seriously and is committed to protecting and respecting your privacy. This Privacy Policy sets out Bluebird’s current data processing practices including how we collect, hold, use and disclose your personal information.

TERMS OF USE POLICY

Terms of Use (“Terms”) are a set of legal terms defined by the owner of a website. They set forth the terms and conditions governing the activities of the website visitors on the Bluebird website and the relationship between the site visitors and the website owner.

PERSONAL SHAREHOLDINGS

To manage any perceived conflicts in regards to personal shareholdings and our stock recommendations, we disclose the shareholdings of the Director and his associates. This register will be updated regularly as shareholdings change.

INVESTMENT PHILOSOPHY AND PROCESS

The founder, Bill Keenan, has developed an investment philosophy and process, over the past 25 years, that generates higher returns than the market, without additional risk. The latest new and improved version of the philosophy and process is employed at Bluebird.

GENERAL SECURITIES ADVICE WARNING

Bluebird Portfolio Services only provides general securities advice. It does not provide personal advice that takes into consideration an investor's objectives, financial situation or needs. Before acting on our advice, investors should consider the appropriateness of the advice, having regard to the investor's objectives, financial situation and needs. Further, the investor may require more information than contained in our research report to make an informed decision. See Bluebird's Disclaimer, Disclosures and Warnings at the end of Research Reports for further information.

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