Your privacy is important to us.
This statement outlines our policy on how we manage the personal information we hold about our customers.
We respect the confidentiality of information and the privacy of individuals. We are bound by the National Privacy Principles contained in the Commonwealth Privacy Act.
We are committed to being open about how we use personal information.
Where our documents ask for personal information, we will generally state the purposes for its use and to whom it may be disclosed.
Why do we collect personal information?
Our business is to provide financial planning advice and other services to help individuals understand their financial needs and make financial and investment decisions. To do this effectively, we need to collect certain personal information.
What kind of personal information do we ask for?
Because of the nature of the services provided, government regulations and taxation laws, we ask for a range of personal information from our customers.
The type of personal information we may collect can include (but is not limited to) name, address, date of birth, contact details, income, assets and liabilities, account balances, tax and financial statements and employment details.
We obtain most of the information directly from our customers in the course of providing financial planning advice and ongoing customer service. We may also obtain information from other sources.
We may ask for other information voluntarily from time to time (for example, through market research, surveys or special offers) to enable us to improve our service or consider the wider needs of our customers or potential customers.