Privacy and Spam Policy

Our Commitment Planning Partners is committed to providing you with the highest levels of client service. We recognise that your privacy is very important to you. Privacy Amendment (Enhancing Privacy Protection) Act 2012 sets out a number of Australian Privacy Principles (APPs). Our aim is to both support and ensure that we comply with these principles. Further information on privacy in Australia may be obtained by visiting the website of the Office of the Australian Information Commissioner at http://www.privacy.gov.au. This Privacy Policy discloses the purpose, and how the personal information you provide to us and our representatives, is collected, used, held, disclosed and disseminated. We encourage you to check our website regularly for any updates to our Privacy Policy. Your Personal Information As a financial service provider, Planning Partners is subject to certain legislative and regulatory requirements under s961B of the Corporations Act, the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 and the National Consumer Credit Protection Act 2009. These require us to obtain personal information about you including: Your name, contact details, date of birth, tax file number; Information regarding your dependents and family commitments; Your occupation and employment history; Your financial needs and objectives; Your assets, liabilities, income, expenses, insurances and social security entitlements. How we collect Personal Information Planning Partners collects personal information directly from you or from third parties once authorisation has been provided by you. You have the right to refuse us authorisation to collect such information from a third party. How we use your Personal Information Primarily, your personal information is used in order to provide advice to you. We may also use the information that is related to the primary purpose and it is reasonable for you to … Continue reading Privacy and Spam Policy