Our Privacy Policy

As part of our commitment to client service and confidentiality we have adopted the Australian Privacy Principles as set out in the Privacy Amendment Act 2012. If you require more details, you can request a copy of our Privacy Policy from us. If you have any questions about privacy at miPlan Financial Services, please contact us.

Privacy Statement

The privacy of your personal information is important to us. Why is so much information required?

We collect your personal information to enable us to provide you with a financial strategy that suits you. Under the Corporations Act we are required to collect enough information to identify a client’s needs, objectives and financial circumstances so that we can provide appropriate financial advice.

We will gather the information by asking you questions about you and your family. We will record this information. We endeavour to retain accurate, complete and up to date personal information about you, so we will ask you to review the information from time to time.

If the information you provide to us is incomplete or inaccurate this will impact our analysis and may result in advice that is not absolutely appropriate to your needs and circumstances.  If this does occur, you will need to make your own assessment concerning the validity of our advice.

Access

You may (subject to permitted exceptions) access your information by contacting us. We may charge a fee for providing access.

We May Provide Personal Information To

  • Your adviser and external product providers.
  • Organisations (who are bound by strict confidentiality) to whom we outsource certain functions such as our auditors and our outsourced admin function DBA Advisory P/L, who has implemented an information security policy for all its staff and warrants it complies with Privacy Act 1988. In these circumstances, information will only be used for our purposes.
  • Other professionals such as solicitors, accountants and stockbrokers when a referral is required.
  • Third parties when required to do so by law, e.g. legislation or Court Order.