Privacy Policy

This website abides by the National Privacy Principles established under the Privacy Amendment (Private Sector) Act 2001 to protect your privacy.

The legal requirements for privacy are incorporated into the documents you receive when dealing with us.

The basic principles are:

1. We will only collect information from you that we require in order to enable us to render advice and provide services in relation to your financial planning needs.
2. We will only provide this information to other third parties such as insurance providers and underwriters for the purposes of providing insurance advice and services.
3. We will not sell or provide your information to any other third party not connected with the provision of these financial planning services.
4. We will keep your personal information secure and only allow staff access to that information on a need-to-know basis.
5. If you wish to know what information we hold about you, we will tell you and give you access to that information.

Read More