Our Commitment
Premium Lifestyle Group is committed to upholding and complying with the National Privacy Principles established under the Privacy Amendment (Private Sector) Act 2001
Collection of Data
It is necessary for us in the course of our obligation to our clients to hold certain forms of information. In order to provide the high levels of strategic advice it is necessary to collect data of a financial and personal nature. This information may include: -
• Addresses, phone numbers and full names
• Details of your employment including income and history
• Details of your assets and liabilities
• Details of you preference and attitudes towards risk and investment
choice.
• Information about your family and social security entitlements.
Access to your information
You may at any time request access to you information. Please contact us and upon the presentation of adequate identification we will be pleased to provide you with the information in an acceptable format.
Revision of Personal details
We will try at all time to keep your information that we hold accurate and up to date. If you feel that any information that we hold is incorrect please feel free to contact us and up date the information.
Storage and Security of Information
Your personal information is held in your client file and on a database. We will at all time make sure that your information is protected from misuse, loss or unauthorised access.
Use and Disclosure
We may disclose personal information to regulator bodies in the course of mandatory compliance that is legislated under for example the Corporations act. As the Australian Securities and Investment Commission regulate Financial Planners there may be occasion to offer records as part of inspection.
We may use your personal information to provide you with direct marketing in areas of interest to you, however you may, by contacting us request that this not occur.
In the course of providing you with financial services there will be occasions where your information will disclosed to product issuers for the purpose of giving effect to your financial plan.
Contact details
Please contact Shaughan Pringle if you have any questions regarding
privacy issues on 02 9565 5585
