Guardian Financial Planning
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Privacy Statement – Guardianfp Ltd - January 2012

Guardianfp Ltd is a member of the Suncorp Group (referred to as”the Group”)

Guardianfp Ltd is serious about protecting the privacy of your personal information. We are bound by the Privacy Act to guide us in our responsible handling of your personal information. Care will be taken to protect the privacy of your personal information.


What is personal information?

It is the information about an individual by which your identity can be reasonably determined.


Why do we collect personal information?

We collect personal information so that we can:

  • identify you
  • establish your needs and requirements and provide recommendations on strategy, products and/or services
  • set up and manage your products and services.

We may provide your personal information to other related companies in the Group. These companies may use and disclose your personal information for the purposes described above in relation to products and services they provide to you.

We are required by Laws such as Corporations, Anti-Money Laundering, Superannuation and Tax Laws to collect your personal information.


What happens if you don’t give us your personal information?

If we ask or your personal information and you don’t give it to us, we may not be able to provide you with any, some or all of the features of our products or services available to you or our advice or the advice we provide may not be appropriate.


Disclosure

We use and disclose your personal information for the purposes we collected it. We will use and disclose your personal information for related purposes where you would reasonably expect us to.

We may disclose your personal information to and/or collect your personal information from:

  • other companies within the Group;
  • any joint ventures where authorised or required;
  • information technology providers, such as hardware/software vendors and programmers;
  • customer or market research organisations;
  • intermediaries such as your agent, adviser, broker, a representative acting on your behalf, other Australian Financial Services Licensees, or our own authorised representatives and agents;
  • Powers of Attorney and Guardians;
  • government, law enforcement or statutory bodies;
  • Financial Ombudsman Service;
  • legal, accounting, finance and other professional advisers
  • hospitals, medical and health professionals
  • administration or business management services
  • printers, mail service and delivery providers
  • imaging and document management services.
  • External dispute resolution schemes


Overseas Disclosure

We disclose your personal information and/or collect personal information about you from persons overseas. We do this if you ask us to or a law requires or authorises us. When disclosing your personal information overseas we will always respect and protect the privacy of your personal information.

We also disclose your personal information overseas to other companies in the Group, where a business function is outsourced or if we need to complete an electronic transaction or any other transaction on your behalf.


How can you access your personal information?

Simply contact us to request access.

Sometimes we might not be able to provide some of your personal information. If this happens we’ll tell you why. If it looks like it might take longer to retrieve your personal information that we first expected, we’ll tell you when it should be available. For some detailed requests we may charge a fee to cover retrieval costs.


Marketing

We would like to use and disclose your personal information to keep you up to date with the range of products and services available from Suncorp. Generally, our companies in the Suncorp group will use and disclose your personal information for Suncorp’s marketing purposes. We may also use your personal information for the purposes of marketing other products and services of third parties we think may be of interest to you.

If you do not want us to use and disclose your personal information for the purposes of marketing products and services to you, you should contact us and tell use.


If you have a complaint

If you have a complaint about the privacy of your personal information, we ask that you contact us. We endeavour to resolve all disputes promptly and fairly. If however, you are not satisfied with the outcome, you may refer your complaint to the Federal Privacy Commissioner.


Contact

Please feel free to contact us to:

  • tell us your marketing preferences
  • request access
  • obtain more information about our privacy practices by asking for a copy of our Privacy Policy.

You can contact us on:

Postal Address:
Guardianfp Ltd
GPO Box 1576
Sydney, NSW 2001

Phone: 1800 687 620
Email: enquiries@guardianfp.com.au

Our Privacy Policy can also be found on our website at:
http://www.guardianfinancialplanning.com.au/privacy_policy.htm