Privacy Policy

Without your consent we will not collect information about you that reveals your racial or ethnic origin, political opinions, religious or philosophical beliefs or affiliations, membership of professional or trade association, membership of a trade union, details of health, disability, sexual orientation, or criminal record.  This is subject to some exceptions including: if the collection is required by law; and when the information is necessary for the establishment, exercise, or defence of a legal claim.

We will not use or disclose Personal Information collected by us for any purpose other than:

1. the purposes for which it was provided or secondary related purposes in circumstances where you would reasonably expect such use or disclosure; or
2. where you have consented to such disclosure; or
3. where the APP authorise use or disclosure where required or authorised under law, in circumstances relating to public health and safety and in connection with certain operations by or on behalf of an enforcement body.

In certain circumstances we are required to collect government identifiers such as your tax file number, Medicare number or pension card number.  We do not use or disclose this information other than when required or authorised by law or unless you have voluntarily consented to disclose this information to a third party.

As part of our operations some uses and disclosures of your information may occur outside your State or Territory.   We do not disclose personal information to overseas entities unless we receive your instructions to do so.

We may disclose your personal information to organisations outside of Goldsborough.  The organisations to which we may disclose information to include:

1. Compliance consultants and Auditors who may view client files and documents in order to ensure our representatives are meeting our compliance standards;
2. paraplanning contractors, administrative contractors or temporary staff to handle workloads during peak periods;
3. mailing houses;
4. your professional advisers, including your solicitor or accountant, but only if authorised by you;
5. information technology service providers to maintain, review and develop our business systems, procedures and infrastructure including testing our upgrading our computer systems;
6. government and regulatory authorities and other organisations, as required or authorised by law, for example, to government or regulatory bodies for the purposes related to public health or safety, the prevention or detection of unlawful activities or to protect public revenue.
7. a potential purchaser/organisation involved in the proposed sale of our business for the purpose of due diligence, corporate re-organisation and transfer of all or part of the assets or our business.

Note:  These organisations will be required to maintain confidentiality.

We may engage third party contractors to assist in the provision of our services to you.  These third parties may store some of this data overseas.  We will take reasonable steps to ensure the recipient does not breach the APPs.

We may also use the information in a way that is related to the primary purpose and it is reasonable for you to expect the information to be disclosed.  From time to time, we may provide you with direct marketing material.  This will include articles and newsletters that may be of interest to you.  We may only use sensitive information about you for direct marketing once we have obtained your consent. If you do not wish to receive this information anymore, you may contact us with this request.  We will endeavour to meet your request within 2 weeks.  We maintain a register for those individuals not wanting direct marketing material.