Management of Personal Information

Our Privacy Policy relates to how we address each of the Australian Privacy Principles (APPs) set out in the Privacy Act 1988. We are committed to manage any personal information we collect from our clients responsibly. We collect personal information from you and about you as part of our advisory role. We do this in a variety of ways, including asking you for data about you and asking others to provide data about you (e.g. a super fund in which you invest). Any personal information we hold about you will be securely stored. If you have any reason to complain about our management of your personal information you can contact us directly.

Anonymity and Pseudonymity - Although the Privacy Act makes provision for people to remain anonymous or use pseudonyms, we believe it is impractical for us to deliver our services to you if you wish to do this.

Collection of Solicited Personal Information - We only collect information from you that we believe we need in order to deliver our services to you. Of course, if we seek to collect “sensitive” personal information (as defined) from you we also seek your express consent first.

Dealing with Unsolicited Personal Information - If we determine that we have obtained unsolicited personal information from you (i.e. information we don’t actually need in order to deliver our services to you) we will contact you and return it or otherwise remove it from our records as soon as is practicable.

Notification of the Collection of Personal Information - Where we collect information about you other than directly from you, we will advise you of this fact and provide any other information to you about that collection as is determined relevant in the circumstances and in light of sub-clauses 5.1 and 5.2 or the APPs.

Use or Disclosure of Personal Information - If we use or disclose your personal information for any purpose other than the primary purpose of its collection (or any secondary purpose to which you have expressly consented) we will advise you as soon as practical, provided we are legally able to do so.

Direct Marketing - We will not provide any information we have gathered from you to anyone else for the purpose of direct marketing.

Adoption, Use or Disclosure of Government Related Identifiers - We won’t use any Government related identifier as our own identifier of you unless it is necessary for us to deliver our services to you and in doing so, we need to liaise or communicate with a Government Department or agency that requires us to use a Government related identifier.

Quality of Personal Information - We will do all we can to ensure the personal information we collect is accurate, up-to-date and complete.

Security of Personal Information - We will take all reasonable steps to maintain and store your personal information securely so long as we reasonably require it to deliver our services. Once we no longer require this information, we will take all reasonable steps to ensure it is securely destroyed or returned to you or your nominated agent.

Access to Personal Information - We will provide you with access to the personal information we hold about you provided no statutory exception applies.
If we believe one does, we will always advise you of our basis for refusing access so that you may consider your position viz-a-viz that refusal.

Correction of Personal Information - We are happy to rectify any personal information we hold about you should you (or we) consider our records to be inaccurate.