How We Collect Your Information
- The main purposes for which we collect personal information are:
- Where it is necessary for us to provide our services;
- To maintain contact with clients;
- To keep clients and contacts informed of the services we offer and of current developments;
- To notify clients and contacts of events, services and service offers;
- For recruitment and employment (including expressions of interest in working for us);
- For administration and management purposes and to provide you with information about other services we offer that may be relevant to you.
Generally we will collect personal information directly from you. Sometimes it may be necessary for us to collect your personal information from a third party, or from a publicly available source. We will only collect personal information in that way where you have consented, you would reasonably expect us to collect personal information in that way, or if it is necessary for a specific purpose in the performance of our services.
We may also collect personal information about you from your use of our websites and information you provide to us through contact mailboxes or through the registration process on our websites (newsletters).
The type of personal information which we will ordinarily collect includes your name, business contact details, email, job title and interests. Where relevant, we may ask you for other information. In particular, in order to perform our services, it may be necessary for us to collect bank account details, tax file numbers and details of directorships, shareholding or other investments.
We will not usually seek to collect sensitive information (e.g. data relating to professional memberships, race or ethnic origin, religious beliefs, criminal record, physical or mental health, or sexual orientation) from you. If it is necessary for us to collect sensitive information, we will obtain your explicit consent to collect and use such information.
How We Use the Information
We will only use your personal information to perform professional services, respond to your requests or to provide you with further information about Canterbury Wealth Management Pty Ltd.
We may use your information to market our services, including by email. You will have the opportunity to elect not to receive further marketing information from us by emailing firstname.lastname@example.org. We will endeavour to process your request within 7 days. Alternatively, if we have contacted you by email, you may use the unsubscribe function in that email to notify us that you do not want to receive further marketing information from us by email.
We will hold your personal information for only as long as is required to fulfil the purposes for which it was collected or as required by law.
We may share your personal information with third parties who we contract to assist us to provide the services requested by you. Those third parties may include service providers who assist us in performing our services such as our professional advisers, experts who are contracted as part of your engagement.
We require that these organisations protect your information in the same way we do. We will never sell your personal information.
We may also store, process or back-up your personal information on computer servers or networks which are located overseas or in 'the cloud', including where services are performed by service providers who are located overseas. Where your personal information is provided to overseas entities, we will take all necessary steps to ensure that the security of the information is maintained and that it is used consistent with this policy and our obligations under the Privacy Act.
Most browsers are set up to accept cookies however if you do not wish to receive any cookies, you may be able to change the settings of your browser to give you greater control over this.
We also collect some information about your use of our website. Much of this information will not be personal as it will not reveal your personal identity.
Blogs, Forums, and Other Social Media
Our website may host various blogs, forums, and other social media applications or services that allow you to share personal information and content with other users. Any personal information or content that you contribute to any Social Media can be read, collected and used by other users over whom we may have no control. We are not responsible for any use, misuse or misappropriation by other users of any personal information or content that you contribute to any Social Media.
Security of Your Information
We will take reasonable commercial measures to ensure the security of your personal information, whether kept in electronic form or hard copy.
We use a range of physical and electronic procedures to ensure the privacy of your personal information is safeguarded. These include restricting physical access to our offices, maintaining a secure database system, passwords, encryption and firewalls. However, the internet is not secure and we cannot guarantee the security of any information sent to us via the internet.
How You Can Access Your Information
If you are a client of Canterbury Wealth Management Pty Ltd, in most cases you can access the personal information we hold about you by contacting the accountant or bookkeeper who manages your relationship. Otherwise, you may contact our Client Services Co-Ordinator using the contact details below. Requests will be dealt with as quickly as possible and we will endeavour to respond within 7 days. In some circumstances we may refuse to give you access to personal information and in these circumstances we will explain why (e.g. it may be a conflict of interest to provide the information).
If you believe that any personal information which Canterbury Wealth Management Pty Ltd has collected about you is inaccurate, incomplete or not up-to-date, please contact us and we will take reasonable steps to correct it in accordance with the requirements of the Privacy Act.
How to Contact Us
You may request further information about the way we manage your personal information by emailing our Client Services Coordinator at email@example.com or by writing to Attn: Client Services Coordinator Canterbury Wealth Management Pty Ltd Suite 2, 310 Whitehorse Rd Balwyn VIC 3103.
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