Company Information
Company Details
Company Name:: umbrielarios
Legal Form:: Proprietary Limited Company
ACN:: 123 456 789
ABN:: 12 123 456 789
Registered Address
Level 15, 123 Collins Street, Melbourne VIC 3000
Contact Information
Management
Director:: Michael Thompson
Senior Advisors:: Sarah Mitchell, David Chen, Maria Rodriguez
Regulatory Information
Regulatory Body::
Australian Securities and Investments Commission (ASIC)
Level 5, 100 Market Street, Sydney NSW 2000
Representative Number:: Licensed by ASIC Representative Number 001234567
Professional Indemnity Insurance
Insurance Provider:: QBE Insurance Australia Limited
Policy Number:: PI-2025-001234567
Coverage Territory:: Australia and New Zealand
Professional Memberships
Financial Planning Association of Australia (FPA)
SMSF Association
Chartered Accountants Australia and New Zealand
Dispute Resolution
For complaints or disputes, please contact us directly or use the following external services:
Australian Financial Complaints Authority::
Alternative Dispute Resolution::
AFCA provides free dispute resolution services for financial service complaints up to $500,000.
Copyright Notice
2025 umbrielarios Financial Planning Services. All rights reserved.
Legal Disclaimer
This information is provided for identification purposes only and does not constitute financial advice.
Data Protection Officer
Privacy Officer:: Jennifer Walsh
Privacy Contact:: contact@umbrielarios.com
View our Privacy Policy for complete information about data handling practices.