If your file is archived it may be sent to an external data storage provider for a period of time.

We ensure that your information is safe by only allowing authorised staff to access hardcopy files and setting different levels of permissions for staff access on electronic files. All access to files is immediately cancelled upon a staff member ceasing employment. We maintain physical security over our paper and electronic data and premises, by using locks and security systems.

Will we disclose your personal information to anyone?

We do not sell, trade, or rent your personal information to others. We will disclose your information to banks, product providers (such as insurers and fund managers), accountants, solicitors and other third parties, but only with your permission. Otherwise, information will only be disclosed securely and confidentially for quality and compliance purposes by authorised parties.

We may also need to provide your information to contractors who supply services to us, e.g. to handle mailings on our behalf, external data storage providers, paraplanning service providers, external compliance specialists or to other companies in the event of a corporate sale, merger, reorganisation, dissolution or similar event. We will take all reasonable steps to ensure that they protect your information in the same way that we do.

We may provide your information to others if we are required to do so by law or under some other unusual circumstances which the Privacy Act permits.

We may disclose your information to offshore outsourcing providers to deliver services to you, and the relevant countries may vary depending on the circumstances, so it is not practicable to list them here. Any overseas disclosure does not affect our commitment to safeguarding your personal information and we will take reasonable steps to ensure any overseas recipient complies with the Australian Privacy Principals. We will always ensure that appropriate contractual measures are in place requiring the overseas entity to protect your personal information in accordance with our obligations under Australian privacy law.

How can you check, update or change the information we are holding?

You may ask us for access to your personal information and to correct it at any time. Upon receipt of enough information to allow us to identify the information, we will tell you what personal information we hold about you. We will also correct, amend or delete your personal information if we agree it is inaccurate, irrelevant, out of date or incomplete, provided that doing so does not conflict with our legal or regulatory data retention obligations. We do not charge a fee to action a request to correct or delete your personal information.

To access or correct your personal information, please write to:

The Privacy Manager
Independent Financial Advisers Australia
E: [email protected]
P: PO Box 2088, Woden ACT 2606
T: (02) 6162 0492

We may charge you for our reasonable expenses incurred in providing you with access to your information if:

a) you are no longer an actively engaged client;

b) the information you have requested was provided to us more than 12 months prior to your request and/or has been archived;
c) it relates to information or documentation originally provided by you; or
d) you have been provided with the information previously in either hardcopy or electronicallly.

If a charge does apply we will disclose that to you before fulfilling the request.

In some limited situations, we may need to refuse access to your information or refuse a request for correction. We will advise you as soon as possible after your request if this is the case and the reasons for our refusal.

What happens if you want to complain?

We welcome your questions and comments about how we manage your privacy. If you have any concerns about whether we have complied with the Privacy Act, the Australian Privacy Principles or this Privacy Policy, please write to:

The Privacy Manager
Independent Financial Advisers Australia
E: [email protected]
P: PO Box 2088, Woden ACT 2606
T: (02) 6162 0492

We will consider your complaint through our internal complaints resolution process and a copy of this policy is available on request and on our website.

Your consent
By asking us to assist with your financial planning needs, you consent to the collection and use of the information you have provided to us for the purposes described above.

Updating this policy
This Privacy Policy was prepared on 2 nd December 2024. We may update it at any time. The new version will be published on our website.