1. We respect your privacy
PortfolioGuardian respects your right to privacy and this policy sets out how we collect and treat your personal information. “Personal information” is information we hold which is identifiable as being about you.
2. What personal information we collect
We may collect the following types of personal information from you:
- name
- address
- phone number
- fax number
- tax file number
- information about the goods or services you have ordered from us
- information from enquiries you have made
- communications between us
- credit card information (although we do not retain this information)
- other personal and business records as required to provide our services, such as accounting records (including electronic files), investment records and bank records
3. How we collect your personal information
We collect personal information from you in a variety of ways, including: when you interact with us electronically or in person; when you access our website; and when we provide our services to you.?We may also collect personal information from you from third parties once authorisation has been provided by you. You have the right to refuse us authorisation to collect.
4. Use of your personal information
We use your information to provide our service to you. We also use it to improve our service and to notify you of opportunities that we think you might be interested in.?We do not provide your information to third parties, except that we may provide your information to our business partners who assist us in the provision of our services to you.
5. Disclosure of your personal information overseas
In order to provide services to you, we are likely to disclose your personal information to recipients in the Philippines who are employees of a company owned by PortfolioGuardian and are subject to the same privacy and security of information rules as our Australian office.
6. Security of your personal information
We take reasonable steps to protect your personal information. However we are not liable for any unauthorised access to this information.
7. How We Store and Secure Your Personal Information
We keep your personal information in your client files or electronically. These files are accessible to authorised personnel only and are appropriately secured and subject to confidentiality requirements.?Personal information is treated as confidential information and sensitive information is treated as highly confidential.?We keep all personal information and records for a period of 7 years. Should you cease to be a client of ours, we will maintain your personal information on or off site in a secure manner for 7 years. After this, the information will be destroyed.
8. Ensure Your Personal Information Is Correct
PortfolioGuardian takes all reasonable precautions to ensure that the personal information we collect, use and disclose is accurate, complete and up-to-date. To ensure we can maintain this level of accuracy and completeness, we recommend that you:
· inform us of any errors in your personal information; and
· update us with any changes to your personal information as soon as possible.
If you provide inaccurate or incomplete information we may not be able to provide you with the services you are seeking.
9. Unsolicited personal information
We don’t usually collect unsolicited personal information. Where we receive unsolicited personal information, we’ll determine whether or not it would have been permissible to collect that personal information if it had been solicited. If we determine that collection would not have been permissible, to the extent permitted by law, we’ll destroy or de-identify that personal information as soon as practicable.
10. Access to your personal information
You can access and update your personal information by contacting us on info@portfolioguardian.com.au. We may charge a reasonable administration fee for this access.
11. Complaints about privacy
If you have any complaints about our privacy practices, please feel free to send in details of your complaints to PortfolioGuardian, GPO Box 2507, Adelaide 5001. We take complaints very seriously and will respond shortly after receiving written notice of your complaint.
12. Changes
Please be aware that we may change this Privacy Policy in the future. The revised versions will be uploaded onto our website, so please check back from time to time.
13. Website
When you come on to our website we may collect certain information such as browser type, operating system, website visited immediately before coming to our site, etc. This information is used in an aggregated manner to analyse how people use our site, such that we can improve our service.
Cookies
As is very common for companies, we use cookies on our website. Cookies are very small files which a website uses to identify you when you come back to the site and to store details about your use of the site. Cookies are not malicious programs that access or damage your computer. We use cookies to improve the experience of people using our website.?
Third party sites
Our site has links to other websites not owned or controlled by us. We are not responsible for these sites or the consequences of you going on to those sites.
14. How to contact us
If you would like further information on our privacy policy or if you have any concerns over the privacy protection of the information you have given to us or that we have collected from others, please do not hesitate to contact us on:
T 1300 722 942
T (08) 8211 7878
F (08) 8221 6552
E info@portfolioguardian.com.au
Mail GPO Box 2507
Adelaide SA 5001