The personal information we collect is directly linked to the type of service we are providing you. We are trusting you to provide us with current, accurate and reliable data so that no problems arise anytime during the course of our service or in the future. 

We might collect your:

• Name, address and email address
• Your date of birth, current age and retirement plans
• Your financial requirements, objectives and needs
• You will have to inform us about your marital status and relationships if our services will include or affect those.
• Details about your beneficiaries and dependents
• All financial information so that we can make statements and provide advice. 
• Details of your employment that includes your employer details, occupation status, salary/wages and other relevant information
• Any corporate entity that you have a stake in and is associated with any business
• ABN and ATF number
• We might even have to collect your insurance details, insurance claim information and the details of the insurance provider
• All the details about your assets and potential assets that you want to invest in
• All the legal documents that you are concerned with and identity verification papers
• Information about business structures 
• We are reluctant to collect delicate information about you unless it is required for our service or warranted by the law. This information can entail religious or political beliefs; race; health; sexuality; criminal records and memberships of unions, associations etc. 

Our service could be affected if you don’t provide us with all the information that we require. 

If we are not provided with the personal information about you which we request then we may not be able to provide you with our products or services and you may not be able to attend our events.

We will collect your personal information in person or over communication channels like call, mail, email, or other relevant means. In addition, we also collect your information when you fill forms or book a meeting on our website. 

Disclosing your personal information

We will have to disclose your personal information to a select few external entities in order to conduct our services. This can entail accounting, taxation, investment, loans and administration of your legal matters. 

Third parties that will come in contact with your information can include:

1. Governmental departments and regulatory authorities 
2. Professional advisors, experts, planners, auditors and accountants
3. The contractors and service providers that will assist us to provide you services
4. Financial bodies, insurance institutions and organizations in which you wish to invest

We are committed to your privacy and will take all reasonable and possible measures to safeguard your information from falling into the wrong hands. If you wish to access the personal information that we have about you then you can get in touch with us. 

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