Business Information

Company Name:: evolentraxia Financial Planning Services Pty Ltd

Legal Structure:: Australian Proprietary Limited Company

ACN:: 123 456 789

ABN:: 12 123 456 789

Level 15, 123 Collins Street, Melbourne VIC 3000

Phone:: +61 732 685 282

Email:: contact@evolentraxia.com

Business Hours:: Monday to Friday, 9:00 AM - 5:00 PM AEST

Managing Director:: Sarah Mitchell, Certified Financial Planner CFP®

Authorized Representatives:: Licensed under Australian Financial Services Licence

Authorised Representative under Australian Financial Services Licence No. 451289

Regulatory Body:: Australian Securities and Investments Commission (ASIC)

Professional Membership:: Financial Planning Association of Australia (FPA)

Applicable Regulations:: Corporations Act 2001, Australian Consumer Law

Insurance Provider:: QBE Insurance Australia

Coverage Amount:: AUD $2,000,000 Professional Indemnity

Coverage Territory:: Australia and New Zealand

We are committed to resolving any complaints or disputes fairly and efficiently through our internal complaints process and external dispute resolution schemes.

Australian Financial Complaints Authority:: AFCA Complaint Portal

We participate in the Australian Financial Complaints Authority (AFCA) external dispute resolution scheme.

Content Responsible:: Sarah Mitchell, Managing Director

All website content and financial information is reviewed and approved by our qualified financial planning professionals.

© 2025 evolentraxia. All rights reserved. Licensed financial services provider in Australia.

Privacy Officer:: Michael Chen, Privacy Officer

Privacy Contact:: contact@evolentraxia.com

We comply with the Australian Privacy Principles under the Privacy Act 1988.

All information provided is general in nature and does not constitute personal financial advice.

Liability is limited to the extent permitted by Australian law.

External links are provided for convenience only and we do not endorse third-party content.