Privacy Statement
We collect your personal information to enable us to provide you with the products and services that are appropriate to your needs. Under the Corporations Act we are required to collect sufficient information to identify a person’s needs, objectives and financial circumstances so that we can provide appropriate financial advice.
We will gather the information by asking you numerous questions about you and possibly your family. We will record this information. We endeavour to retain accurate, complete and up to date personal information about you so we will ask you to review the information from time to time. All information is stored in securely.
If the information you provide to us is incomplete or inaccurate this will impact on our analysis of your requirements and may result in advice that is not appropriate to your needs and circumstances. If this does occur you will need to make your own assessment concerning the appropriateness of our advice.
We do not collect personal information about you if you only browse our website, but do collect login details of registered users of our website. In all other circumstances, the website only uses session cookies during a search query of the website. When you close your browser the session cookie is destroyed and no personal information is kept which might identify you to us in the future.
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external product providers;
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organisations (who are bound by strict confidentiality) to whom we outsource certain functions such as our auditors. In these circumstances, information will only be used for our purposes;
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other professionals such as solicitors, accountants and stockbrokers when a referral is required;
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third parties when required to do so by law, e.g. legislation or Court Order.