Privacy Policy

Your financial adviser will collect your personal information to provide you with the services described in this FSG. For example, your information is required to assess your financial planning needs or to purchase financial products from product providers. If you do not want to disclose your personal details, you have the right not to do so but without that information, we may not be able to provide you with an appropriate level of service.

If you wish to access your information, you should ask your financial adviser. No fee will be charged for an access request, but you may be charged reasonable costs of giving you any information you have requested.

Who else will have access to my personal information?

Your financial adviser and Complete Financial Planning may disclose your personal information (as necessary):

  • to industry bodies, Complete Financial Planning employees, agents, contractors or external service providers that provide financial, administrative or other services for the purposes of your investments. External service providers may include consultants, business partners, product providers and mail houses.
  • to members of Complete Financial Planning to provide marketing material to you about products and services offered by Complete Financial Planning or our external service providers. If you do not want your personal information to be used in this way, you may opt out by notifying your financial adviser.
  • where the law requires us to do so.
  • if you consent.

Where can I access more information about the Privacy Act with respect to my investments?

Complete Financial Planning’s privacy policy explains Complete Financial Planning’s policies on the management of personal information. You can access or request the policy from our office.