Financial Advisory Privacy Policy

Info/Max Financial Advisory (‘Info/Max, we, us our’) are committed to ensuring the confidentiality and security of your personal information. Our Privacy Policy detailing our handling of personal information is available upon request or from our website www.infomax.com.au. You may request access to information held about you by contacting our Privacy Officer.

• to provide accounting and other related services to our clients;
• to provide financial product advice and dealing services in relation to superannuation products, and to advise only in relation to certain classes of products;
• to provide our clients with information about our services;
• to comply with our legal obligations; and
• to help us conduct, manage and enhance our business.

We base our advice on the personal information you provide us. It is important that our advice is based on complete and accurate information. If you do not provide us with full and accurate information, this can affect the advice we are able to provide to you.

We may use or disclose the personal information we collect for the purposes set out above. We may disclose your personal information to:

• third parties who we engage to do work on our behalf;
• consultants we engage, such as our lawyers, and other advisors;
• organisations involved in a transfer or sale of all or part of our assets or business (including accounts and trade receivables);
• organisations involved in managing our funding functions;
• an investigator or recovery agent;
• regulatory authorities, if required by law; and
• anyone else to whom you authorise us to disclose it.

We will only disclose your personal information to these organisations to enable them to undertake specified management, administration and advisory services.  Our Privacy Policy contains information about how you may access and seek correction of the personal information we hold about you; and complain about a breach of the Australian Privacy Principles, and find out how Info/Max will deal with a privacy complaint.

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