Our Licensee, Charter Financial Planning Limited (Charter) and we here at Sydney Financial Planning understand that privacy is important to our clients. Being part of Entireti Ltd means we are subject to the principles outlined within their Privacy Policy (The Privacy Policy) which we have adopted.
If you have come through to this page from your financial adviser's website, your financial adviser is authorised by Charter and is also subject to The Privacy Policy.
View and download a copy of the Privacy Policy.
The Privacy Policy explains how we comply with the Australian Privacy Principles, which have been established under the Privacy Act 1988 (Cth). The Privacy Policy covers:
- Why we need to collect your personal information
- The types of personal information we collect, and how it is collected
- How we protect your personal information, and who it could be disclosed to
- Specific issues relating to privacy and the use of the internet.
Contacting Entireti Ltd about privacy
We always welcome feedback about client experiences, as we know things don't always go the way they should. If you:
- Have a general enquiry about how personal information is collected or used
- Would like to access or update your personal information
- Wish to make a complaint relating to privacy
If you would like further information about how we handle your personal information, please send us an email to info@entireti.com.au.
If you wish to make a complaint in relation to privacy, including a breach of the Australian Privacy Principles, you can let us know by putting your concerns in writing or by calling us. You can contact us at:
Complaints Officer
PO Box R1872
Royal Exchange NSW 1225
By email at complaints@entireti.com.au or by calling (02) 9904 2792. Entireti will investigate your complaint and respond to your concerns as quickly as possible and within 30 days.
Still have some questions?
Illawarra Financial Planning is committed to respecting your privacy and if you wish to discuss our policy further contact us on 02 4229 8533.