How do we maintain information about you?
National Privacy Principles apply to the collection of personal or sensitive information. In effect, this means that information provided by you in the course of receiving financial planning services must be used only for the following purposes:
- to provide you with information, products or services that you might reasonable expect or request.
- to fully understand or anticipate your needs during our relationship
- to manage rights and obligations under any laws applying to the services provided; or
- to conduct research, or planning and marketing, which includes direct marketing, although you do have the right to specifically instruct that your details aren’t used for these purposes.
The type of information which will usually be requested will include significant details about your financial, taxation, health, employment and estate planning matters. This may include details relating to your partner or family members.
You are entitled to request access to your file for the purpose of reviewing and correcting the information held. However, you cannot access information where it would have an unreasonable impact upon the privacy of another person, or if the information is relevant to legal obligations or legal proceedings.
We will, from time to time, disclose information about you to our Authorised Representatives and to other professionals, insurance providers, superannuation trustees, product issuers and our service providers in onnection with providing our services to you.
If your Financial Planner leaves Lonsdale and commences to provide financial services under another licensee, your information may be transferred to the new licensee. You will be advised of any such transfer prior to it taking place.
You are entitled to obtain access to the information which we hold about you by contact the Privacy Officer on (03) 9916 6300 or by writing to our:
Privacy Officer, Lonsdale Financial Group Limited
PO Box 179 Collins Street West, Melbourne VIC 8007
For more information regarding our collection, use, storage and disclosure of your personal information, our Privacy Policy can be accessed on our web site www.lonsdale.com.au