Virtual Cabinet

The Virtual Cabinet® Document Portal is a cloud-based document portal with a difference. Fully integrated with our Virtual Cabinet® Document Management System, the Virtual Cabinet® Document Portal allows us to publish and send documents to clients, suppliers, partners, colleagues and yourself in a simple, secure and audited manner. The Virtual Cabinet® Document Portal delivers an easy to use, comprehensive and elegant mechanism by which we can significantly improve customer service and retain far greater control and visibility over the life-cycle of the documents. This document is a simple guide to accessing, viewing and signing documents sent via the Portal.

Download Virtual Cabinet User Guide

 

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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

All services are provided as a Corporate Authorised Representative of BG Wealth Management Pty Ltd, ABN 14 127 520 558, AFSL 496348.

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Financial Planning Services provided as an authorised representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au

"Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited".