The information contained on this site is provided for the information of clients only. It is not intended to represent any individual client advice or recommendation. All clients should contact their Portfolio Planning Solutions adviser before acting on any information contained herein. We believe the advice and information herein is accurate and reliable, but no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors or omissions (including responsibility to any person by reason of negligence) is accepted by the Company or its Officers. Portfolio Planning Solutions is the trading name of Portfolio Planning Solutions Ltd., ACN 008 007 387, holder of Australian Financial Services Licence Number 255027.

 

 

 

Portfolio Planning Solutions is committed to ensuring the confidentiality and security of your personal information. From 21 December 2001 there are new privacy rules covering all personal information held by organisations. These laws regulate the way organisations collect, use, disclose, keep secure and give people access to personal information.

 

In this statement “we” and “us” means Portfolio Planning Solutions (PPS) and each of its related companies within the Portfolio Planning Solutions Group.

 

In order to comply with the requirements of the Privacy Act, we are required to advise you that we will collect and hold personal information about you. Based on the diverse services provided by Portfolio Planning Solutions the  primary reason we collect and hold personal information is to:

 

  • Provide Financial, Corporate and Actuarial advice and recommendations to meet your specific goals, needs and requirements;

  • Establish, administer and maintain investments (including superannuation) on your behalf;

  • Establish, administer and maintain insurance on your behalf;

  • Offer clients products and services that satisfy the above primary reason to collect personal information.

 

In order to assist us in establishing, administering and maintaining the services we offer, it may be necessary to disclose your personal information to certain third parties. Unless you consent to such disclosure,  we may not be able to provide you with the services you expect of us. Examples of the types of organisations to whom we may disclose your personal information include:

 

  • Doctors, medical services, underwriters, life and general insurance companies;

  • Investment houses/managers, stockbrokers, banks, credit unions, lawyers and legal houses, accountants;

  • Superannuation funds, government authorities (eg Centrelink)

  • Organisations undertaking compliance reviews of our financial advisers and brokers or to ensure the accuracy and completeness of our information;

  • Organisations providing mailing services, maintenance of our information technology systems and printing requirements.

 

We will only disclose your personal information to these organisations to enable them to undertake specific management and administration services relevant to the service we are providing.

 

You may access information held by us about your policies, investments, insurance and any other products or services which you may hold by contacting the Portfolio Planning Solutions Privacy Officer

 

Portfolio Planning Solutions Privacy Officer              Facsimile:        08 8291 2888

PO Box 21                                                           E-mail:             privacy@portfolio-planning.com.au

GOODWOOD  SA  5034                                       Telephone:        08 8291 2800

 

Click Here for the PPS Privacy Statement

 

Financial Planning Association of Australia Ltd

Principal Member