Privacy Policy

We value your privacy and at all times fully comply with the guidelines of the Privacy Act 1993.

In order to carry out our duties as your Adviser, it is necessary for us to collect personal information about you.

Client information is kept in a confidential file and held electronically in a secure Client Relationship Management database. Records are held at our registered office and retained for a minimum period of 7 years.

To comply with the Privacy Act, it is important that you are aware that certain information about you is held. This information is confidential to the investment custodian and ourselves and from time to time, as disclosed to you, other related industry professionals, such as a solicitor or accountant, in order to gain the best possible outcomes for your particular circumstances.

You should be aware that we are subject to random audits by the Financial Markets Authority. As Authorised Financial advisers we have a strict Code of Conduct to comply with and as such, we are required to make all records relating to our financial advice service (including client files) available for inspection at any time by the Financial Markets Authority. The Financial Markets Authority has authority under Section 25 of the Financial Markets Act to access client files.