The Corporations Act, Australian Securities & Investment Commission (ASIC) and the Financial Planning Association Rules of Professional Conduct require us to collect information about you for the purpose of providing financial advice to you. You have the right to access the information we hold on your file and should contact us if you would like to exercise this right.
In order to comply with the Privacy Act, we are required to advise you that Lifestyle Financial and its advisers and staff and TG Financial and its advisers and staff collect and hold personal information about you. Personal information is needed to ensure we provide appropriate financial advice and confirm your identity as per Anti Money Laundering & Terrorism Act requirements.
Lifestyle Financial and TG Financial regards your personal information as confidential that will be used for the following purposes:
• Providing financial advice
• Making financial product recommendations
• Facilitating dealing in financial products
• Reviewing your financial plan
• Communicating relevant opportunities or issues to you
• Identification, fraud protection and other related matters.
We may disclose your information to other product or service providers and professionals. This will be for the purpose of providing financial advice, dealing in financial products and related matters, such as accounting, auditing, insurance and estate planning. The industry regulator (ASIC) and our compliance auditor may also view your information when auditing Lifestyle Financial and TG Financial files and records.
We undertake not to disclose information collected for purposes other than those detailed above.