The nature of financial services means that we require personal information about the individual for whom the service is being provided. We take your privacy very seriously, Presidium Wealth Group is committed to protecting your sensitive personal information. Outlined below is how we obtain, use and safeguard your personal information.
Presidium Wealth only collects personal information from you, which is necessary for conducting our business, providing our services to you and meeting our legal obligations. We collect personal information about you only by lawful and fair means.
Presidium Wealth takes reasonable steps to make sure that the personal information we collect, use or disclose is accurate, complete and up to date. The type of information we collect will depend on the type of advice you request and may include information about your personal objectives, financial position, health, lifestyle and financial needs. Your Presidium Wealth advisor will request this information from you.
If we are providing you with advice on personal life insurance, we also collect information relating to health, medical and lifestyle which may include information about sexual preferences and practices. This information is collected for life insurance providers to enable them to assess your life insurance application. We will ensure this information is held at a secure location and only accessed by personnel who require this information.
Your tax file number (TFN) is governed by special information and is also protected when you provide it to us.
To protect your personal information we have implemented physical, computer and network, communications and personnel security measures. Locks and a monitored alarm system secure our office and data storage facilities. Authorised users who have been issued passwords and specific user identifiers only are permitted to gain access to our computer system. Presidium Wealth will take reasonable precautions to protect the personal information which we hold from misuse, loss and from unauthorised access, modification or disclosure.
Use and disclosure of information
We will not reveal disclose, sell, distribute, rent or pass on your information to third parties other than to service providers contracted to Presidium Wealth under strict confidentiality arrangements.
Presidium Wealth may use your personal information to communicate to you about your investments, to tell you about new products and services that may be useful to you, or to send you newsletters. If you do not wish to receive this information please notify us so that we can remove you from our mailing list.
If you believe that the personal information we hold about you is inaccurate or incomplete, please contact our office on (03) 9223 4100 or by email firstname.lastname@example.org .