Privacy Policy
As advice is provided under the Authorisation of InterPrac Financial Planning Pty Ltd (AFSL No. 246638) all advisers must adhere to its Privacy Policy.
The privacy of our clients and their personal information is an important issue for InterPrac Financial Planning Pty Ltd. The following policy describes how InterPrac complies with the National Privacy Principles, and how we collect, use, disclose and manage personal information.
Collection of Information
- InterPrac collects and holds your personal information for the sole purpose of providing financial services to you.
- If the information you provide to us is inaccurate or incomplete, it may impact the quality and appropriateness of our recommendations.
- Where we are arranging insurance and/or investment products for you, we will be required to collect and lodge relevant information for the purposes of those applications.
- Where you provide us with information about another person, such as your nominated beneficiary, you must ensure that they are aware information has been provided to us and of the existence of this document.
Use and Disclosure
We will only use or disclose your personal information in the following circumstances:
- For the purpose of providing you with financial services, or in arranging for the application of insurance or investments on your behalf;
- Where you provide your consent, either expressly or implied by your behaviour, for information to be provided to a third party (eg your accountant);
- Where we are required by law;
- Where we are using the information in a direct marketing communication (you will have the option of electing not to receive direct marketing materials).
Quality of Information
We will make every effort to ensure that the personal information we collect is accurate, complete and up-todate, however we will rely on you informing us if your personal details change.
Security of Information
We will take reasonable steps to protect the personal information we hold from misuse, loss, and from unauthorised access, modification or disclosure. Where your personal information is no longer needed, and we are not required by law to maintain it, we will ensure that it is securely and permanently destroyed.
Access to Personal Information
You may at any time request access to your personal information that we hold. We will endeavour to comply with your request as soon as possible, which would normally be within a period of 14 days. In most cases there will be no charge for providing such information; however requests involving large amounts of information may incur a fee.
Contacting InterPrac
If you have a complaint in regards to the collection or use of your personal information, or have an enquiry about this Privacy policy, please write to:
Privacy Officer
InterPrac Financial Planning Pty Ltd
Level 3, 29-33 Palmerston Crescent, South Melbourne, Vic 3205
Tel: (03) 9209 9777 Fax: (03) 9209 9731
