JPL Wealth Pty Ltd is committed to providing quality services to you. This policy outlines our ongoing obligations to you regarding the management of your Personal Information.
We have adopted the Australian Privacy Principles (APPs) as outlined in the Privacy Act 1988 (Cth). The NPPs govern how we collect, use, disclose, store, secure and dispose of your Personal Information.
A copy of the Australian Privacy Principles may be obtained from the website of The Office of the Australian Information Commissioner at www.aoic.gov.au
Personal Information is information or an opinion that identifies an individual. Examples of Personal Information we collect include names, addresses, email addresses, phone and facsimile numbers.
This Personal Information is obtained in various ways, including interviews, correspondence, telephone calls, facsimiles, emails, our website (www.jplwealth.com.au), your website, media, publications, publicly available sources, and through cookies and third-party sources. We don’t guarantee website links or the policy of authorised third parties.
We collect your Personal Information for the primary purpose of providing our services to you, providing information to our clients and marketing. We may also use your Personal Information for secondary purposes closely related to the primary objective in circumstances where you would reasonably expect such use or disclosure. You may unsubscribe from our mailing and marketing lists at any time by contacting us in writing.
When we collect Personal Information, we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it.
Sensitive information is defined in the Privacy Act to include information or opinions about such things as an individual’s racial or ethnic origin, political opinions, membership in a political association, religious or philosophical beliefs, membership in a trade union or other professional body, criminal record, or health information.
Sensitive information will be used by us only:
Where reasonable and practicable to do so, we will collect your Personal Information only from you. However, in certain circumstances, we may receive information from third parties. In such a case, we will take reasonable steps to ensure that you are made aware of the information provided to us by the third party.
Your Personal Information may be disclosed in several circumstances, including the following:
Your Personal Information is stored in a manner that reasonably protects it from misuse, loss, and unauthorised access, modification, or disclosure.
When your Personal Information is no longer needed for the purpose for which it was obtained, we will take reasonable steps to destroy or permanently de-identify it. However, most of the Personal Information is or will be stored in client files, which we will keep for a minimum of 7 years.
You may access the Personal Information we hold about you and update and/or correct it, subject to certain exceptions. To access your Personal Information, please contact us in writing.
JPL Wealth Pty Ltd will not charge any fee for your access request but may charge an administrative fee for providing a copy of your Personal Information.
To protect your Personal Information, we may require identification from you before releasing the requested information.
It is important to us that your Personal Information is up to date. We will take reasonable steps to ensure that your Personal Information is accurate, complete, and up to date. If you find that the information we have is not up to date or is inaccurate, please notify us as soon as possible so we can update our records and continue to provide quality services to you.
This Policy may change from time to time and is available on our website.
If you have any queries or complaints about our Privacy Policy, please contact us at:
Corporate House 138 Juliette Street Greenslopes Qld 4120
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