By accessing or using our site, you agree to the following terms and conditions.
1. General Information
The information provided on this website is for general guidance only and does not constitute professional advice. Please consult with us directly for advice tailored to your specific needs.
2. Legal Entity Information
Lumos Advisory operates as a service entity for the legal entities Bloom Wealth & Finance Pty Ltd, EHLA Holdings Pty Ltd, Grant & Brady Partnership, Lever Accountants Pty Ltd, Lever Group (Warwick) Pty Ltd and Lever AP Solutions Pty Ltd. Any engagements, transactions, or correspondence via this site are conducted with these entities as the legally recognized merchants.
3. Privacy & Confidentiality
We respect your privacy and handle personal information in accordance with the Privacy Act 1988 (Cth). Any personal information you provide via this website may be stored securely, including on third-party platforms, in compliance with Australian Privacy Principles. For more details, refer to our Privacy Policy.
4. Intellectual Property
All content on this website, including text, images, and materials, is owned by Lumos Advisory or used with permission. Reproduction or use of any part of this site without prior written consent is prohibited.
5. Limitation of Liability
While we strive for accuracy, Lumos Advisory does not accept responsibility for errors, omissions, or any outcomes arising from the use of this site. Use of this site is at your own risk.
6. Third-Party Links
This website may include links to external sites for your convenience. Lumos Advisory is not responsible for the content or privacy practices of these external websites.
7. Compliance
Our professional services comply with Australian Taxation Laws and the APES Code of Ethics for Professional Accountants. Any advice provided is based on current legislation and may require updates as laws change.
8. Engagement Terms
By engaging with Lumos Advisory, you accept the terms outlined in our Engagement Letter, including obligations regarding the timely provision of information and payment of fees.
9. Modifications
We reserve the right to update these terms at any time. Continued use of the site indicates your acceptance of the updated terms.
10. Contact Us
For inquiries or further information about these terms, please contact us at hello@lumosadvisory.com.au
Our name is new, but we’ve been around for a while. Lumos Advisory unites the expertise of seven renowned business advisory & accounting firms: Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, TFC Financial, David Gengos & Company and Bloom Wealth & Finance
We acknowledge the Traditional Custodians of Country throughout Australia and their connections to land, sea, and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples. Always was, always will be, Aboriginal land.
Lumos Advisory unites the expertise of seven renowned business advisory & accounting firms: Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, TFC Financial, David Gengos & Company and Bloom Wealth & Finance
