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Wright Planning Privacy Policy

We understand how important it is to protect the privacy of our clients personal information. This privacy policy outlines how we protect the personal information our clients give to us.

Scope

This Privacy Statement applies to personal information collected by Wright Planning (Wright Planning, we, us and our in this statement) (ABN 86 081 363 831; Australian Financial Services License No: 277585)

Your Personal Information

The personal information you provide us with will be collected and retained by Wright Planning. We are obliged under the Corporations Act 2001 and/or National Consumer Credit Protection Act 2009, to collect personal information and, and in some circumstances, sensitive information.

To ensure we are providing you with an in depth & professional financial plan we will need to obtain certain personal information. Below are examples of the personal information we may require:

  • Name, Address & Date of birth
  • Financial status & background
  • Financial objectives & goals
  • Additional information that maybe relevant to the client to achieve the overall financial objectives

Why we collect your personal information

To ensure we are providing our clients with the best financial advice to meet the needs of the clients financial objectives and goals.

Uses

  • Any personal information we collect from you may be made available to, or used by, your financial adviser of the purpose for planning, executing and managing the clients financial plan.
  • Information provided will be completely confidential and guarded by us.
  • We do not give information about you to anyone unless you have given permission or you have given us consent to manage your affairs.
  • The types of businesses we may disclose your information to is: Lawyers, accountants, insurers, banks, stockbrokers and tax agents.
  • We may use personal information collected from you to help provide you guidance and advice.

How do we collect your personal information?

The only way we will collect personal information is by the client or from a third party where the client has given consent. The clients personal information will be collected in consultations & meetings with your financial advisor. Other methods may include the below:

  • Telephone
  • Email
  • General correspondence

As previously mentioned this information will be used to develop a financial plan that will meet the clients financial objectives & goals. Without this personal information a professional financial plan and advice cannot be developed.

Updating your personal information

We take full responsibility to ensure our clients personal information is up to date. If a client has any changes in personal information it is imperative they let us know to ensure we have the correct client information at all times.

Access to your personal information

The client can contact Wright Planning to obtain their personal information. As a client they have a right to review their personal information at anytime. The client can do one of the following to access their personal information:

  • Telephone Wright Planning between business hours
  • Email
  • Write a letter of request

If for some reason the client is denied access or can’t have access to the details straight away, a detailed explanation will be communicated to the client.

How safe and secure is the personal information we hold

We are responsible in ensuring the clients personal information is protected. All obtained personal information is stored in a secure environment where the following cannot occur:

  • Unauthorized personnel accessing information
  • Unauthorized modification of information
  • Loss of information
  • Misusing client information

Storage and access of your data on our servers

Clients information is stored and saved onto our server. Unauthorized personnel cannot access this information. Security measures have been put in place to ensure only authorized personnel can access the information.

Further information

If the Wright Planning privacy policy has any amendments made to it, we will keep you updated by posting the revised version on our website www.wrightplanning.com.au
To find out further information on the Wright planning privacy policy Contact Wright Planning.
Please note no personal information is obtained if you are just browsing our website. If you do submit an online enquiry, you will required to submit the following information:

  • Name
  • Email address
  • Phone number

This information is required for you to reply to your enquiry.

How to contact us

Wright Planning
Level 7, 24 Collins Street
Melbourne VIC 3000
P.O Box 21 Flinders Lane
Melbourne 8009
T: 03 9662 4255
E: info@wrightplanning.com.au

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