Mywealth Planners is committed to maintaining the trust and confidence of our clients. We want you to understand how we protect your privacy when we collect and use information, and the measures we take to safeguard that information. To provide you with a high level of service, Mywealth Planners must maintain certain information. Keeping customer information secure and private is a priority in our office.
In providing asset management services to you, we collect certain nonpublic information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted or required by law. This policy is applicable to information for current and former clients.
Information we collect
1. The personal information we collect directly from you includes information required to communicate with you and assist us in effectively addressing your financial needs. This information could include:
Your name and address
Investment objectives and experience
Account balance and account transactions
Tax File Number
We collect your personal information, for example, from the following sources:
★ Information we receive from you on applications and other forms
★ Information about your transactions with us or others
How information is used
All financial companies need to share client personal information to run their everyday business. We use information about you to provide our financial Planning services to you. We may disclose the information to third parties as permitted by law, including superannuation companies, insurance companies, general Practitioners, underwriting teams etc. From time to time, we may be required to give information about our business to regulatory authorities or as required by law. This may include personal information about you. We do not sell your personal information to anyone.
2. How information is safeguarded?
We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information. These include confidentiality agreements with companies we hire to help us provide services to you, password-protected user access to our computer files, training of employees, and strict confidentiality policies that apply to all employees.
We reserve the right to change this policy at any time as needed and you will be notified if any changes occur.