Privacy and Your Personal Information
We collect the personal information we need to provide you with financial advice and to meet our legal
obligations. Most of this information is provided directly by you, and by giving it to us you agree that we
may collect, hold and use it for these purposes.
Sometimes we may need to collect information about you from other sources, such as product providers,
public records, or other advisers involved in your financial affairs.
When this happens, the Privacy Act 2020 requires us to take reasonable steps to let you know what
information we have collected, why we need it, how we will use it, and who it may be shared with.
We only collect information that is necessary for providing advice or meeting our regulatory requirements.
You can ask to access or correct your information at any time by contacting us.