Important Notice
Key Boundaries of Our Services
Tom Pellegrini & Partners provides strategic property, property-related investment, development opportunity and relocation advisory services.
We do not provide financial product advice, personal financial advice, general financial advice, financial planning advice, legal advice, taxation advice, migration advice, credit assistance or any other regulated professional advice.
Our services are designed to help clients understand opportunities, evaluate alternatives, navigate complexity and make more informed decisions regarding property, property investment and relocation matters.
Where appropriate, we may facilitate introductions to suitably qualified professionals who can provide specialist advice within their respective areas of expertise.
The scope, regulatory status and licensing requirements applicable to any engagement may vary depending upon the nature of the services being provided and the entity through which those services are delivered.
Clients should obtain independent professional advice from appropriately qualified advisers before making any property, investment, financial, legal, taxation, lending or migration decision.
1. Nature of Services
Tom Pellegrini & Partners provides strategic property, property-related investment, development opportunity and relocation advisory services to individuals, families, businesses and organisations in connection with prestige property, development, lifestyle and relocation decisions across South East Queensland and beyond.
Our services are personal, strategic and relationship-based. They are designed to help clients navigate complex decisions, evaluate alternatives, identify opportunities and pursue outcomes aligned with their broader personal, family, business and investment objectives.
We operate as a trusted advisor and, where appropriate, as a coordinator who assists clients in accessing and engaging appropriately qualified specialist professionals.
Tom Pellegrini & Partners, Tom Pellegrini and Francesca Raucci hold the following real estate licences, issued by the Queensland Office of Fair Trading:
- Corporate Real Estate Agent Licence — Licence No. 4933454 (Tom Pellegrini & Partners)
- Individual Real Estate Full Licence — Licence No. 4924515 (Tom Pellegrini), Licence No. 4966241 (Francesca Raucci)
Certain services may be provided independently through Tom Pellegrini & Partners and, where appropriate, in conjunction with the Prestige division of Harcourts Property Centre, utilising its resources and market reach, in accordance with applicable licensing requirements and commercial arrangements.
2. No Financial Advice
Tom Pellegrini & Partners does not provide financial product advice, personal financial advice, general financial advice, financial planning advice, securities advice or any other advice requiring an Australian Financial Services Licence under the Corporations Act 2001 (Cth).
Neither Tom Pellegrini & Partners nor any of its principals, employees or representatives holds an Australian Financial Services Licence (AFSL) or is authorised under an AFSL to provide regulated financial product advice.
While Tom Pellegrini's professional background includes extensive executive, investment, governance and financial leadership experience, this experience is applied solely to strategic advisory services and does not constitute the provision of financial advice.
Any commentary relating to property-related investment considerations, property market conditions, risk factors or property opportunities is general, strategic and contextual in nature only. It is not tailored to your personal circumstances, financial objectives, needs or risk profile and should not be relied upon as financial, investment, securities or financial product advice.
References throughout this website and our marketing materials to "property investment", "investment opportunities", "investment strategy", "investment assets" or similar expressions refer solely to strategic property-related considerations and do not constitute financial product advice, securities advice or regulated investment advice.
We strongly recommend that clients obtain independent advice from a licensed financial adviser before making any financial or investment decision.
3. No Credit or Mortgage Advice
Tom Pellegrini & Partners does not provide credit assistance, mortgage broking services or lending advice regulated under the National Consumer Credit Protection Act 2009 (Cth).
We do not assess loan suitability, recommend lending products or act as a credit representative.
Clients seeking finance or lending advice should obtain independent advice from a licensed mortgage broker, credit representative or financial institution.
4. No Legal Advice
Tom Pellegrini & Partners does not provide legal advice of any kind, including advice relating to contracts, conveyancing, ownership structures, property law, corporate law, trust structures, estate planning, dispute resolution or any other legal matter.
Nothing communicated by Tom Pellegrini & Partners, whether verbally, in writing, electronically or through this website, constitutes legal advice or creates a solicitor-client relationship.
Commentary on foreign investment requirements, FIRB processes, visa pathways or foreign ownership restrictions is provided for general context only and does not constitute legal, migration, taxation or regulatory advice.
We recommend that clients engage a suitably qualified legal practitioner regarding any legal matters arising in connection with property ownership, investment, development, business activities or relocation.
5. No Taxation Advice
Tom Pellegrini & Partners does not provide taxation advice, including advice relating to income tax, capital gains tax, goods and services tax, transfer duty, land tax, withholding tax, foreign ownership tax implications or any other taxation matter arising under Australian or foreign tax law.
Strategic commentary relating to market conditions, transaction structures, property ownership, investment considerations or development opportunities does not constitute taxation advice and should not be relied upon for taxation planning purposes.
Commentary on foreign investment requirements, FIRB processes, visa pathways or foreign ownership restrictions is provided for general context only and does not constitute legal, migration, taxation or regulatory advice.
We recommend that clients obtain advice from a qualified tax adviser, accountant or registered tax agent before making decisions with taxation implications.
6. No Migration Advice
Tom Pellegrini & Partners does not provide migration advice or immigration advice regulated under the Migration Act 1958 (Cth), the Migration Regulations 1994 (Cth) or any related Australian legislation.
Neither Tom Pellegrini & Partners nor any of its principals, employees or representatives is authorised to provide migration advice under Australian law.
Relocation advisory services provided by our practice relate solely to strategic guidance regarding property, lifestyle, settlement, education, community, business establishment and local market considerations and do not include advice concerning visa applications, visa eligibility, migration pathways, immigration compliance, citizenship matters or any other matter regulated under Australian immigration law.
Commentary on foreign investment requirements, FIRB processes, visa pathways or foreign ownership restrictions is provided for general context only and does not constitute legal, migration, taxation or regulatory advice.
Clients seeking migration advice should engage a suitably qualified migration adviser, Registered Migration Agent, Australian legal practitioner or other appropriately authorised professional.
7. No Development, Planning or Construction Advice
Tom Pellegrini & Partners may provide strategic property, market positioning and development opportunity commentary. We do not provide town planning, architectural, engineering, construction, quantity surveying, building, project management, development approval or formal feasibility advice. Clients should obtain advice from appropriately qualified professionals before making development, planning, construction or project-related decisions.
8. Property Information and Market Commentary
Information relating to property values, market conditions, development potential, planning controls, zoning, infrastructure, rental estimates, demographic trends, investment opportunities or other property-related matters is provided for general informational purposes only.
While reasonable care is taken in preparing such information, Tom Pellegrini & Partners does not warrant or guarantee its accuracy, completeness, currency or suitability for any particular purpose.
Property markets, planning controls, legislation, government policies and economic conditions may change without notice.
Clients should undertake their own due diligence and obtain appropriate independent professional advice before relying upon any property-related information.
Any property value, price, rental, market or feasibility commentary is general and indicative only and does not constitute a formal valuation or independent valuation advice. Clients should obtain advice from a registered valuer or appropriately qualified professional where required.
9. Third-Party Professionals
As part of our advisory model, we may facilitate introductions to third-party professionals, including lawyers, accountants, tax advisers, financial advisers, mortgage brokers, migration lawyers, migration agents, architects, planners, project managers, property managers, valuers and other specialists.
Tom Pellegrini & Partners may, in some circumstances, have referral, reciprocal referral or other commercial arrangements with third-party professionals or service providers. Where any referral fee, commission, rebate, benefit or other commercial interest may arise, this will be disclosed where required by law or applicable professional obligation. Where any referral fee, commission, rebate, benefit or other commercial arrangement exists or may arise, it will be disclosed where required by applicable law, professional obligation or internal policy. Clients remain free to choose their own advisers and should make their own enquiries before engaging any third-party professional.
Professional advisers, specialists, suppliers or service providers may submit a Professional Collaboration Expression of Interest to be considered for potential future collaboration with Tom Pellegrini & Partners. Submission of such an expression of interest does not create a partnership, referral arrangement, agency relationship, supplier relationship, commercial agreement, client relationship or obligation to collaborate. Any future arrangement will be subject to separate discussion, due diligence, compliance review and written agreement.
Any introduction or recommendation is made in good faith and solely for the purpose of assisting clients in assembling an appropriate team of professional advisers.
Any referral, recommendation or introduction should not be interpreted as an endorsement, guarantee or warranty regarding the suitability, competence, performance or outcomes of the third-party professional.
Tom Pellegrini & Partners accepts no responsibility for the advice, services, conduct, performance or outcomes of any third-party professional, regardless of whether that professional was introduced or recommended by us.
Clients are responsible for conducting their own due diligence before engaging any third-party professional.
10. No Formal Engagement or Client Relationship
Accessing this website, submitting an enquiry, lodging an Expression of Interest, scheduling a confidential conversation, downloading materials or communicating with Tom Pellegrini & Partners does not of itself create an agency relationship, fiduciary relationship, advisory engagement, brokerage relationship or client relationship.
Any formal engagement will be subject to separate agreement, applicable legislation and any relevant regulatory requirements.
11. Client Responsibility
Clients and website visitors are responsible for conducting their own independent research, investigations, analysis and due diligence and for obtaining appropriate professional advice before making any property, investment, financial, legal, taxation, lending or migration decision.
Information provided through this website, written materials, conversations, presentations, reports or other communications is intended to be general, strategic and contextual in nature.
Such information is not tailored to individual circumstances and should not be relied upon as the sole basis for any significant decision.
12. Website Information
Information published on this website is provided on a general information basis only and may not reflect the most current legal, regulatory, taxation, migration, planning, property or market developments.
While reasonable efforts are made to maintain accurate and current information, Tom Pellegrini & Partners does not warrant that website content will always be complete, accurate or up to date.
13. Limitation of Reliance and Liability
To the fullest extent permitted by law, Tom Pellegrini & Partners, its principals, employees, representatives, contractors and related entities exclude all liability for any loss, damage, cost, claim or expense, whether direct, indirect, consequential, special or otherwise, arising from reliance upon any information, communication, recommendation, commentary, referral or introduction provided by Tom Pellegrini & Partners.
Nothing in this notice excludes, restricts or modifies any consumer guarantee, right or remedy that cannot lawfully be excluded, restricted or modified under the Competition and Consumer Act 2010 (Cth) or any other applicable law.
Questions
If you have any questions regarding the scope of our services or this notice, please contact us before proceeding with any engagement. Tom Pellegrini & Partners reserves the right to amend this notice from time to time. The current version will always be available on this page.