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According to the Office of the Federal Privacy Commissioner, the Privacy Amendment (Private Sector) Act 2000 "regulates the way private sector organisations can collect, use, keep secure and disclose personal information. For the first time, it gives individuals the right to know what information an organisation holds about them and a right to correct that information if it is wrong". Further information may be obtained from the Privacy Commissioner's website.
We maintain strict security standards and procedures with a view to preventing unauthorised access to your data. Unfortunately, no data transmission over the Internet can be guaranteed as totally secure. However, once Security National receives your information, Security National will take all reasonable steps to protect information it holds in its own system. If we no longer need your information, we will destroy or de-identify it.
You are welcome to request details of information we hold about you by e-mailing us at firstname.lastname@example.org.
As has been the case to date, and will continue, Security National is committed to respecting an individual's fundamental right to privacy. Please feel free to contact us if you have any additional queries or comments.
The privacy of your personal information has always been important to us at Security National Financial Services P/L. (The Company). We are bound by The National Privacy Principles, (NPP) set out in The Privacy Amendment (Private Sector) Act 2001 that governs confidential information that you provide to us. We are committed to supporting this and any other applicable laws affecting your personal information, including the AML/CTF Act 2006.
Collecting Your Personal Information
Your personal information will be collected and held by Security National Financial Services P/L for the purpose providing you with the financial services you require. These will be provided by your financial adviser who is an authorised representative of Security National Financial Services P/L holder of an Australian Financial Services License number 244565. It will be used for the purposes of:
To enable your financial adviser to provide you with financial services that are appropriate for your investment objectives, financial situation and particular needs we need to obtain and hold personal information about you. This includes:
The personal information collected may include sensitive information such as health information and memberships of professional or trade associations.
If it is reasonable and practicable we will only collect your personal information from you. Generally your personal information will be collected when you meet with your adviser in person, provide your adviser with information over the telephone or via written material, email letter or fax. We may need to collect personal information from third parties such as your accountant. We will ask you to sign an authority to collect this data. The Corporations Act and the FPA Rules of Professional Conduct require us to collect sufficient information to ensure appropriate advice can be given in respect of recommendations made to you. If you elect not to provide this information it may affect the appropriateness and adequacy of our advice, and expose you to higher risks in respect of the recommendations made.
Your personal information is generally held in hard copy or network client files on a computer database. Your personal information may also be held in a secure archiving facility. We will take reasonable steps to ensure that the personal information that we hold is protected from misuse and from unauthorised access, modification and disclosure. Some of the measures that we have adopted are having a secure storage of personal information, having secure offices and access controls for our computer systems.
We will also take reasonable steps to destroy or permanently de-identify personal information that we no longer need for any purpose for which may be used or disclosed under the National Privacy Principles.
Your personal information may be disclosed for purposes related to the provision to you of the financial services you have requested. The types of third parties that may be provided with your personal information are:
Your personal information may also be used in connection with such purposes. We will seek to ensure that your personal information is not used or disclosed for any purpose other than:
We may disclose your personal information to third parties who provide services to us, in which case we will seek to ensure that the personal information is held, used or disclosed consistently with the National Privacy Principles. We may also acquire information from external parties relating to the services you have authorised us to provide. (Accountant if advising on Mortgages, loans etc)
You can gain access to your personal information that we hold upon request. This is subject to exceptions allowed by law. If we deny a request for access we will provide you with the reasons for this decision. To request access please contact us (see “Contacting us and Privacy Issues” below).
We endeavour to take reasonable steps to ensure that the personal information that we collect, use or disclose is accurate, complete and up-to-date. If you believe that any of the personal information that we hold is not accurate, complete or up-to-date please contact us (see “Contacting us and Privacy Issues” below) and provide us with evidence that it is not accurate, complete and up-to-date.
If we agree that the personal information requires correcting we will take all reasonable steps to do so. If we do not correct your personal information we will provide you with the reasons for not doing so . If you request that we associate with the information a statement claiming that the information is not accurate, complete and up-to-date we will take reasonable steps to comply with this request.
In some circumstances we are required to collect government identifiers, for example your tax file number. We will not use or disclose this information other than when required to do so by law or when consented to by you.
Without your consent for instance where information is provided by you for insurance or risk purposes, we will not collect sensitive information about you. Exceptions to this include where the information is required by law, or for the establishment exercise or defence of a legal claim.
You can obtain further information on request about the way in which we manage the personal information that we hold or you can raise any privacy issues with us by contacting us on 03 9510 5400.
In providing financial services to you, we have relied on information supplied to us, which, where reasonable, we have assumed to be correct. Whilst all reasonable efforts have been made to substantiate such information, no responsibility can be accepted if the Information is incorrect or inaccurate.
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Other than as may be permitted by the Copyright Act, no part of this web site may in any form or by any means, be reproduced, modified, adapted or reused without the permission of the copyright owner. This permission will not be unreasonably withheld.
Please contact Security National Financial Services Pty Ltd.