PRIVACY STATEMENT

We collect personal information from you for the purposes of:

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• Evaluating and determining your request for financial advice;

• Maintaining relevant records and advice reports.

By engaging us to provide advice services to you, you consent and give authority to us to obtain your personal information from or disclose your information to, the following parties:

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• Regulators and external compliance personnel or any service provider when implementing any of my/our recommendations or variations thereof and/or supplying products to you; 

• Compliance advisers/personnel, product providers whom I/we have an agreement with, insurance companies, any claims investigators and claims assessors, ACC, financial institutions and any other persons or agencies deemed relevant; 

• Our own personnel, and other professionals including but not limited to; solicitors, accountants, finance brokers and financial planners when such services are required to complement this advice, and/or as requested by you;

• Any other individual or organisation where disclosure is required by law.

Our IT systems are stored and backed up to secure and reputable cloud-based services. Under the Privacy Act 2020 you have the right to ask for a copy of any personal information we hold about you, and to ask for it to be corrected if you think it is wrong. We will rely on you to keep us informed of any changes to your contact details and any other personal information. If you wish to obtain access to, or correct, the information we hold about you please contact us.