Privacy

We are committed to protecting the privacy of our clients and the confidentiality of any personal information that we collect from you, whether that information is provided in written form, verbally or via our website.

What personal information do we collect?
Our ability to provide you with certain services is dependent on us obtaining some personal information about you, including details of your:
• Current employment, employment history;
• Financial needs and objectives;
• Current financial circumstances, including your assets and liabilities (actual and potential), income, expenditure, insurance cover and superannuation;
• Investment preferences and aversion or tolerance to risk;
• Family commitments, social security eligibility, estate planning; and
• Any other information which helps build a picture of your particular needs and financial situation.

For what purposes do we collect personal information?
We ask you for personal information that is necessary for us to adequately provide to you the services you have requested, which may include:
• Providing financial advice to you;
• Recommending and implementing investments;
• Reviewing your financial plan; and
• Monitoring your investment portfolio.

We will not use or disclose your personal information for any purpose other than:
• The provision of the above services;
• A related purpose in circumstances where you would reasonably expect such use or disclosure;
• Where you have consented to such use or disclosure;

Cookies
Our web site uses cookies that allow us to identify your browser while you are using our site. Cookies do not identify you; they simply allow us to track usage patterns so that we can measure the level of interest in various areas of our site. Most web browsers are set up to accept cookies. You can reset your browser to refuse all cookies or to receive a warning message with each cookie, which you can then refuse by turning it off in your browser. Your Internet service provider should be able to assist you to set your preferences. Unless you provide an e-mail address in the course of your visit to our web site, we cannot identify you.

The security of your personal information
We treat your personal information at all times as confidential and any sensitive information as highly confidential. All paper files are stored in lockable cabinets in secure premises. All electronically held information is protected through the used of access passwords on each computer and firewalls. Data is regularly backed up and stored securely off site.

Updating and accessing your personal information
If you become aware or believe at any time that information we hold about you is inaccurate, incomplete or outdated, you may contact us by any of the methods set out below and provide us with evidence of the inaccuracy, incompleteness or out datedness and we will, if we agree that the information requires correcting, take all reasonable steps to correct the information.