Open and Transparent Management of Personal Information
We are committed to manage any personal information we collect from our clients in an open and transparent way. 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 yourself and asking others to provide data about you (e.g. a super fund you invest in).
Any personal information we hold about you will be securely stored with either in hard copy or on computer hard drive. If you have any call to complain about our treatment of your personal information you can contact us or the Privacy regulator directly – they are accessible here: www.oaic.gov.au . Because we store some of our business data electronically and may back some or all of this data up using so-called ‘cloud-based” technology there is a chance that some of your personal information may be disclosed to overseas recipients in the sense that its transmission via the cloud will mean it is “disclosed” to the party that operates the IT infrastructure where the data is backed up.
We are unable to say with complete certainty which countries this infrastructure may be located in however if this is of concern to you we are happy to investigate and to advise.
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 subclauses 5.1 and 5.2 of the Privacy Act 1988 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 you have expressly consented to) we will advise you as soon as practicable.