CFO Plus acknowledges the importance of your privacy and is committed to protecting any personal information we collect about you by adhering to the Australian Privacy Principle’s (APP’s) and the requirements of the Privacy Act 1998, (“the Act”).
This Policy sets out our approach to gathering personal information, and our approach to the use and dissemination of such information. We undertake to treat all client and other personal information in our possession in accordance with the requirements of the Act.
By “personal information” we mean information or an opinion about an identified individual, or about an individual reasonably identifiable from the information.
Collection of personal information
The kind of personal information we may collect include your name and birth date; your contact information, including postal and residential addresses, telephone and facsimile numbers, and email addresses; where relevant your financial information as well as government identifiers such as your tax file number, ABN or registered business names.
We collect personal information directly from you, such as when you meet with us, provide your information by document, telephone or facsimile, by forwarding us an email, or by submitting personal information by using our website.
In some cases personal information may be provided by an entity/person authorised by you to do so, such as your employer or a corporate or business entity with which you are involved either as a principal, member or beneficiary, for the purpose of providing services to or on your behalf. The privacy of any personal information provided in this manner will be protected in accordance with the APP’s.
Personal information is collected in order to conduct our business, to provide and market our services to you, including purposes necessary or incidental to the provision of services to you, or any purposes that you may reasonably expect, for any other purpose authorised by law or required to comply with our legal obligations, or for any other purposes disclosed to or authorised by you. This may include disclosure to organisations that provide us with and support services, and professional advice. The collection will be fair, lawful and not intrusive. The nature of this information will vary according to your relationship with the firm and the work we are performing.
We will not collect sensitive information unless you have consented or it is required by law.
Use and disclosure of personal information
We will hold your personal information for as long as is required to fulfill the purposes for which it was collected or as required by law. We will take reasonable steps to destroy or de-identify any personal information about you once the information is no longer required for the purposes for which it was collected or as authorised or required by law.
We will only disclose personal information for the purpose it was collected unless you have consented, or you would reasonably expect such use or disclosure, or the use is for direct marketing where we expect the information may be of interest to you. Should you receive such for direct marketing material and do not want to receive it in the future, we will provide you with a simple “unsubscribe” (opt out) method in the direct marketing material.
We will provide personal information to third parties where we are required to by law, where it is reasonable for us to do as part of providing services to you, where our advisors request it or where you have expressly asked us to do so.
We will never sell your personal information.
A review of personal information will be made on a regular basis to ensure that the information we collect, use or disclose is accurate, complete and up to date.
Website collection of personal information
Data security of personal information
Access to and correction of personal information
Except where some legal restrictions might apply you will be provided access to any personal information we have collected or hold about you. We will also update information if you let us know that it is inaccurate or non-current.
Should you have any complaints about our treatment of your personal information please direct this by email to firstname.lastname@example.org We will treat any complaint about a breach of privacy legislation or any relevant registered code seriously, and will investigate any breach of which we become aware – including how it occurred and how best to prevent such a breach occurring again.
Commonwealth Government identifiers
We will not use Commonwealth government identifiers (Identifiers) as an identifier of individuals. Identifiers will only be used or disclosed in the circumstances permitted by the Act.
Transborder data flows
There may be occasions when personal information is transferred outside of Australia. Generally this will occur in the provision of services to you and the transfer of this information outside of Australia will have been disclosed to, and authorised by, you as part of the terms of our engagement. When transferring personal information outside Australia, we will comply with the requirements of the Act that relate to transborder data flows. Where the international transfer of personal information outside is to countries whose privacy laws may be considered not to provide the same level of protection as Australia, our commitments to safeguard your privacy will not change and remains subject to existing obligations and this Policy.
During the course of business CFO Plus may at times be required to collect sensitive information about individuals. Collection of any sensitive information will be done in accordance with the APP’s and the Act.