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Privacy Statement
GPCA is committed to complying with the
Privacy Act requirements introduced in December 2001.
GPCA may collect information from you for the
following purposes:
- Provision of financial planning services both initially and on an ongoing
basis;
- Completion of associated documentation and application forms;
- To provide agreed services to assist in meeting your requirements, goals and
objectives;
- To market services that may be supplied by GPCA or by other suppliers,
which may be of interest to you, unless informed not
to do so.
GPCA are required under various legislative
bodies and codes of practice to collect certain information from you in order to
provide the range of services noted above.
These include, but are not limited to, the Corporations Act, certain regulations
issued by the Australian Securities and Investments Commission, as well as the
Rules of Professional Conduct of the Financial Planning Association.
Whilst you are not obliged to provide us with the information requested, if you
decline to do so, we may be unable to provide the level of service and advice
required and expected of us.
In connection with the provision of services, it may be necessary for us to
disclose your personal information to other professionals and organisations such
as:
- Financial institutions (including fund managers, life companies, superannuation
trustees, share brokers)
- Government departments eg. Australian Taxation Office, RBL Office and
Centrelink
- Associated companies and internal divisions of GPCA to assist in the provision of client services.
- External service providers and auditors
We undertake not to use or disclose information collected, for purposes other
than those detailed above, or related purposes, unless the law requires such a
disclosure or you have provided us with consent to do so.
GPCA recognises how important the privacy
of your personal information is to you. We will therefore, at all times, seek to
ensure that the personal information collected and held by us is protected from
misuse, loss, unauthorised access, modification or disclosure.
GPCA is committed to ensuring that the
personal information we hold about you is accurate, complete and up to date. If
you believe that the personal information we hold about you is incorrect, we
request that you contact us and we will take all reasonable steps to correct the
information.
If at any time, you wish to access the information we hold, you are
welcome to request this by contacting the Garnaut Private Client Advisers Pty
Ltd Privacy Officer on ph (03) 9856 4500
GPCA's detailed Privacy Policy is available by contacting your adviser or the aforementioned Privacy Officer.
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