Privacy Policy

The information we collect

The types of personal information that FinanciallySmart collects will depend on the nature of your dealings with us. Whenever it is reasonable and practicable to do so, we will collect information about you, directly from you.

 

We will only collect personal information about you which is reasonably necessary to:

  • provide you with current or future products or services;
  • consider applications and approaches you make to us; or
  • help us maintain your contact details.


We generally hold personal information relating to:

  • the products and services we have provided to you;
  • your financial interests, and sometimes your financial position, where you have provided us with that information; and
  • your contact details.


We do not generally collect sensitive personal information about you, unless required by applicable laws or rules. Sensitive information includes information relating to:

  • race;
  • political or religious beliefs;
  • sexual preference;
  • criminal convictions;
  • membership of professional or trade associations or unions; or
  • health.

How that information is used

FinanciallySmart will use of personal information we collect to provide you with the required product or service you have requested, or to enhance the customer relationship we have with you. To enable us to do this we may share your personal information with one of our related companies in our group of companies.

Your personal information may also be used by any of the firms in our group of companies to provide a service requested by you, or for planning, product development and research purposes. For the avoidance of doubt, we will only use and disclose personal information about you for the purpose for which you disclosed that information to us or for any related purpose which would reasonably be expected. For example, we may from time to time use your personal information to inform you of other products and services which we expect may be of interest to you, based on records of your previous dealings with us. However, please note that we respect your right to ask us not to do this, and we will comply with such a request.

We may need to disclose your personal information to a limited number of third parties who provide services to our group - e.g. mail service providers for the purpose of mailing information and products to you.

We may also need to provide information to regulatory authorities such as ASIC or the Australian Taxation Office if we are obliged to under law. Keeping the information secure

We store your personal information in different ways, these include paper and electronic methods. We use professional security procedures and up to date technology to protect information. Access to, and use of, personal information is very limited in order to prevent misuse or unlawful disclosure of the information.

Cookies

A cookie is a small data file that contains information about your visit to a website. These cookies are necessary to verify your identity during a visit to the website. Most Web browsers are initially set up to accept cookies. If you are concerned about receiving cookies you may reset your Web browser program to refuse will cookies, or to warn you before accepting cookies.

Accuracy of records

We take all reasonable steps to ensure that all the information we hold is as accurate and complete as possible. You are able to contact us at any time and ask for your information to be corrected if you feel the information we have about you is either incorrect or incomplete, or both.

Links

From time to time, FinanciallySmart may provide access to external Web sites through links provided on our website. Please be aware that when you access one of these websites, we are not responsible for the content, conduct or privacy practices of that site. We suggest that you review the terms and conditions, and privacy policies of each site visit.

Access to information

If you would like to access the personal information that we hold about you simply contact our privacy officer by telephoning 1800 440 878 or contact us via e-mail on info@financiallysmart.net.au

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