Our primary purpose in collecting information from you is to enable us to provide you with financial services including:

(a) The preparation of your financial plan;

(b) The provision of financail planning advice to you;

(c) Making securities and investment recommendations;

(d) Reviewing your financial plan; and

(e) Reviewing securities and investment recommendations.

This information maybe used for related purposes such as to provide you with ongoing information about a range of financial services that may be useful for your financial needs.

We are required, pursant to the Corporations Act, certain regulations issued by the Australian Securities and Investments Commission and Rules of Professional Conduct of the Financial Planning Association, of which this organisation is a member, to collect information about you for the purpose of providing you with the services referred to above. You may choose not to provide information we request but that may mean we are unable to provide you with the services you require of us.

Where sensitive information such as information about your health, race, sexual preference and activities is collected, it will only be used or disclosed for the primary purpose ( and not for any other purpose) unless we have your consent, or as otherwise permitted by law.