How we handle your personal information

Any personal information collected by us is treated as confidential information.

Information we collect

We collect information from financial planners and personal information about their clients for the purpose of the work performed by Newcastle Paraplanning. Information will not be passed on to any third parties outside of Newcastle Paraplanning without express written consent.

Sensitive information

The Privacy Act also protects sensitive information, such as personal, financial and health information collected for the purposes or producing advice documents. We utilise this information for the purpose of the production of advice documents.

How do we use your information?

We collect, use and exchange your information so that we can produce accurate and compliant advice documents.

Your information will be used for the purpose of providing our services to you.

Your information may be disclosed as required or authorised by law and to anyone authorised by you.

We take reasonable steps to protect your information from misuse, loss, unauthorised access, modification or improper disclosure.

We will remove this information from our systems within 30 days of the completion of the advice document.

Keeping your information secure

We keep hard-copy or electronic records on our premises and systems or offsite using trusted third parties. Our security safeguards include:

  • We only maintain information that is necessary to run our business. We will remove client information from our systems within 30 days of the completion of the advice document.
  • We do not maintain any physical files. In the event information has been printed it will be destroyed in a P-4 level shredder.
  • We maintain up to date security on all devices. All devices are password protected, regularly changed and are only available to authorised staff.
Making a privacy complaint

If you have a concern about your privacy, you have the right to make a complaint.

By email: hello@newcastleparaplanning.com.au

In writing: Newcastle Paraplanning
24 Alma Road, New Lambton NSW 2305