P3 Financial Planning Pty Ltd
This Privacy Policy explains how we manage personal information in accordance with the Australian Privacy Principles under the Privacy Act 1988.
We are committed to managing personal information in an open and transparent way.We collect personal information from you and about you as part of our advisory role. This may involve asking you for information, as well as requesting information from third parties such as your super fund.
Any personal information we hold is stored securely, either in hard copy or electronically.
If you have a concern or complaint about how we handle your personal information, you can contact us, or the Office of the Australian Information Commissioner at www.oaic.gov.au.
Some business data may be stored electronically and backed up using cloud based IT infrastructure, which may involve overseas data centres. While we cannot guarantee which countries this infrastructure may be located in, we are happy to investigate and advise if required.
You may request a copy of this Privacy Policy at any time, free of charge.
The Privacy Act provides for anonymity and the use of pseudonyms, however it is not practical for us to deliver services to you without knowing who you are.
We only collect information necessary to deliver our services to you.
If we require sensitive information, we will seek your express consent first.
If we receive unsolicited information or information not relevant to our services, we will destroy or de identify it as soon as practicable.
If we collect information about you from someone else, we will notify you and provide any relevant details required under the Australian Privacy Principles.
We will only use or disclose your personal information for the primary purpose it was collected, or for a secondary purpose with your express consent.
If we wish to use your information for direct marketing, we will seek your consent unless it was reasonable to expect this use at the time your information was collected.
You may opt out of direct marketing at any time.
Your personal information may be stored via cloud based IT infrastructure. We take reasonable steps to ensure all providers manage and store personal information securely and in line with the Australian Privacy Principles.
If we outsource any administration or data services overseas, we will first confirm they have appropriate privacy arrangements in place.
We do not adopt, use or disclose government related identifiers unless required to deliver our services and communicate with a government department or agency.
We will take reasonable steps to ensure the personal information we collect is accurate, up to date and complete.
We store personal information securely for as long as required to deliver our services.
Once no longer needed, we will securely destroy it or return it to you or your authorised representative.
You may request access to personal information we hold about you unless an exception applies.
If an exception applies, we will explain our reasons so you may consider your options.
We are happy to correct any personal information we hold about you if it is inaccurate.
If you have any questions about this Privacy Policy, please contact:
Saara Buckley
Operations Manager
AFSL: 464 628
PO Box 142
Indooroopilly QLD 4068
P: 07 3378 9681
Here to help you plan, provide and prosper
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