Privacy Policy

We take your privacy seriously and treat it in accordance with the policy below…

How we value your privacy

We endeavour to provide the best possible services to ensure your needs are properly addressed. To achieve this, we may need to collect personal information about yourself and the circumstances surrounding your requirements.

It is important for us to ensure that you are confident that any personal information you provide to us is treated in the appropriate manner and with the appropriate degree of privacy.


What does “personal information” mean?

Personal information is any information about you that identifies you or by which your identity may be reasonably determined. By collecting this personal information we are able to: Identify the issues of your particular matter; Provide the appropriate level of advice relating to that matter; Contact you when and where necessary; Ensure that you attain the best possible service and advice; and identify you and protect you from any unauthorised access to your personal information.


How we collect your personal information

We will always collect your personal information directly from you where possible. Where we are unable to obtain personal information directly from you we will obtain your consent before information is obtained from another party.  Collection of your personal information may occur in a number of ways including: Taking instructions from you; and Contact with a financial institution or any other party, on your behalf, and at your request, to obtain such information.

Specifically, personal information will be collected during the course of our relationship with you. Personal information may also be collected when you provide us with further instructions to act on your behalf in other matters. Information we collect via our website contributes to the development of the site by allowing statistical analysis of users. This collection of statistical data is carried out anonymously with no attempt to identify users or monitor their specific browsing activities. As such, in order to help us improve our customer service, we utilise cookies in order to statistically track our web sites performance. We collect anonymous information from users of our web site including monitoring the domains from which people visit and measuring visitor activity.

We will only use your disclosed personal information or information generated by cookies that you have provided to us when we have given you notification of the intended use or disclosure and you have not objected to that use or disclosure or you have specifically and knowingly provided that information to us.  We will allow anonymous interaction whenever lawful and practicable but wishes to advise that failure to provide sufficient details will restrict the quality of service provided. Regardless of how your personal information is collected and whether or not it is through implied or actual consent, we will deal with your personal information in accordance with this privacy policy.


Who would we disclose your personal information to?

We will only use or disclose personal information for the primary purpose in which the information was collected and consented. However, we will divulge personal information when fraudulent or unlawful activity is suspected or we are required/authorised by law. In all cases where we may be required to disclose information that is outside the ambit of our retainer, we will attempt to obtain your direct consent for such disclosure.  We will not transfer personal information outside of Australia unless the recipient has appropriate privacy protection, you provide consent or the transfer is necessary for the performance of services requested by you.


Ensuring your personal information is up to date

It is important that during the course of your relationship with us you notify us of any changes to your personal information which we hold. This includes your contact details and any matter that may be material to the furtherance of your retainer with us.


The security of your personal information

We pride ourselves on our secure handling of the personal information of our  clients. We will take all reasonable precautions to safeguard personal information that is held by us, either on file or on computer, from loss, misuse, unauthorised access, modification or disclosure.


Access to your personal information

At any time you may give notice to us that you wish to access your personal information that we hold and upon request, we will provide access to this information in order to make any amendments if necessary. You may only access your own personal information. Any personal information held on your file, in respect of any other person, will not be disclosed to you.


Sensitive information under the new privacy policy rules

Certain information which may be collected by us will be regarded as sensitive information. The disclosure of sensitive information can only be made by us  with your direct consent, where it is required to establish or defend a legal claim or required by law to be disclosed.


Your personal information online

We pride ourselves on the maintenance of up-to-date and technologically advanced computer systems. Our computers are continually being updated to maintain their security and are regularly audited and tested to ensure that any breaches of security, potential or actual, may be identified and rectified.


Changes to this privacy policy

We are constantly monitoring regulations, policies and procedures to ensure that we are up to date with changes in the law and market practices. As a result, we may change this privacy policy from time to time.


Wishing to access your personal information?

Should you wish to access your personal information, all you need to do is contact us at and advise us of your request.