What information do we collect and how do we use it?
When we advise you about your financial affairs, we ask you for the information we need to understand your financial situation, needs and objectives. We provide any information that the fund managers or insurers whom we deal with on your behalf need to implement your investment and insurance strategies.
We also use your information to send you requested product information and to enable us to manage your ongoing requirements. We may occasionally notify you about new services and special offers, events or articles we think will be of interest to you. We may send you updates by email or by post on financial matters. If you would rather not receive this information, please let us know.
We may use your information internally to help us improve our services and help resolve any problems.
What if you don’t provide some information to us?
We can only fully advise you if we have all relevant information. If the information you provide is inaccurate or incomplete, our advice may not be suitable for your needs and circumstances.
How do we hold and protect your information?
We strive to maintain the reliability, accuracy, completeness and currency of the personal information we hold and to protect its privacy and security. We keep personal information only for as long as is reasonably necessary for the purpose for which it was collected or to comply with any applicable legal or ethical reporting or document retention requirements.
We hold the information we collect from you in your personal files, both hard copy and electronic.
We ensure that your information is safe by storing the hard copies in our secure premises and the electronic records are protected by several layers of passwords and firewalls. Extra copies of all electronic files are also stored securely at a separate site.
Anonymous data – We use technology to collect anonymous information about the use of our website, for example when you browse our website our service provider logs your server address, the date and time of your visit, the pages and links accessed, and the type of browser used. It does not identify you personally and we only use this information for statistical purposes and to improve the content and functionality of our website, to better understand our clients and to improve our services.
Cookies – In order to collect this anonymous data we may use “cookies”. Cookies are small pieces of information which are sent to your browser and stored on your computer’s hard drive. Sometimes they identify users where the website requires information to be retained from one page to the next. This is purely to increase the functionality of the site. Cookies by themselves cannot be used to discover the identity of the user. Cookies do not damage your computer and you can set your browser to notify you when you receive a cookie so that you can decide if you want to accept it. If you use only temporary cookies, insert “Once you leave the site, the cookie is destroyed and no personal or other information about you is stored.” If you use permanent cookies, insert “They allow the website to recognise your computer when you return in the future”.
Will we disclose the information we collect to anyone?
We do not sell, trade, or rent your personal information to others.
We may need to provide your information to contractors who supply services to us, e.g. to other companies in the event of a corporate sale, merger, reorganisation, dissolution or similar event. However, we will do our best to ensure that they protect your information in the same way that we do.
We may provide your information to others if we are required to do so by law or under some unusual other circumstances which the Privacy Act permits.
How can you check, update or change the information we are holding?
Upon receipt of your written request and enough information to allow us to identify the information, we will disclose to you the personal information we hold about you. We will also correct, amend or delete any personal information that we agree is inaccurate.
If you wish to access or correct your personal information please write to Novatax Pty Limited, PO Box 267, The Junction, 2291.
We do not charge for receiving a request for access to personal information or for complying with a correction request.
By asking us to assist with your financial planning needs, you consent to the collection and use of the information you have provided to us for the purposes described above.
Tell us what you think
We welcome your questions and comments about privacy. If you have any concerns or complaints, please write to our Privacy Officer at the abovementioned address or call on 02 4961 4242.