Privacy Policy

In this Privacy Policy, ‘us’ ‘we’ or ‘our’ means Longview Capital Partners Pty Ltd ACN 609 294 680 and our related bodies corporate. We are committed to respecting your privacy. Our Privacy Policy sets out how we collect, use, store and disclose your personal information. We are bound by the Australian Privacy Principles contained in the Privacy Act.
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By providing personal information to us, you consent to our collection, use and disclosure of your personal information in accordance with this Privacy Policy and any other arrangements that apply between us. We may change our Privacy Policy from time to time by publishing changes to it on our website. We encourage you to check our website periodically to ensure that you are aware of our current Privacy Policy.
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Personal information includes information or an opinion about an individual that is reasonably identifiable. For example, this may include your name, age, gender, postcode and contact details. It may also include financial information, including your credit card information.

What personal information do we collect?

To enable your financial adviser to provide you with financial advice you request that is suitable for your investment objectives, financial situation and particular needs we need to obtain and hold personal information about you, we may collect the following types of personal information:

• Name, mailing or street address, email address, telephone number and other contact details;
• age or date of birth;
• credit card information;
• bank account information;
• employment details and history;
• financial details including information about your financial needs and objectives, your current financial circumstances including your assets and liabilities, income, expenditure, insurance cover and superannuation;
• details of your investment preferences and risk tolerance;
• family circumstances and social security eligibility;
• your device ID, device type, geo-location information, computer and connection information, statistics on page views, traffic to and from the sites, ad data, IP address and standard web log information;
• details of the products and services we have provided to you or that you have enquired about including any additional information necessary to deliver those products and services and respond to your enquiries;
• any additional information relating to you that you provide to us directly through our website or indirectly through your use of our website or online presence or through other websites or accounts from which you permit us to collect information;
• information you provide to us through client surveys; or
• any other personal information that may be required in order to facilitate your dealings with us.

We may also collect the above types on information for purposes incidental to our business offerings and services.

If it is reasonable and practicable, we will only collect your personal information from you. Generally, your personal information will be collected when you meet with your adviser in person, provide your adviser with information over the telephone, or with written material. We may need to collect personal information from third parties, such as your accountant. We may collect this information when you:

• register on our website;
• communicate with us through correspondence, phone calls, chats, email, or when you share information with us from other social applications, services or websites;
• interact with our advisors, employees, sites, services, content and advertising.

Why do we collect, use and disclose your personal information?

We may collect, hold, use and disclose your personal information for the following purposes:

• to enable you to access and use our websites and services;
• to provide you with financial advice;
• to operate, protect, improve and optimise our website, services, business and our users’ experience, such as to perform analytics, conduct research and for advertising and marketing;
• to send you service, support and administrative messages, reminders, technical notices, updates, security alerts, and information requested by you;
• to send you marketing and promotional messages and other information that may be of interest to you, including information sent by, or on behalf of, our business partners that we think you may find interesting;
• to administer rewards, surveys, contests, or other promotional activities or events sponsored or managed by us or our business partners;
• to comply with our legal obligations, resolve any disputes that we may have with any of our users, and enforce our agreements with third parties;
• to consider your employment application.

We will seek to ensure that your personal information is not used or disclosed for any purpose other than:

• the primary purpose for which it was collected or a purpose that is related to the primary purpose for which it was collected or a related secondary purpose;
• where you have consented to the use or disclosure;
• in other circumstances where the Australian Privacy Principles authorise the use or disclosure such as when it is required by or authorised under law.

To whom do we disclose your personal information?

Your personal information may be disclosed for purposes related to the provision to you of the financial advice you have requested. The types of service providers that may be provided with your personal information are:

• other financial advisers and organisations involved in providing the financial advice you have requested (which may include ongoing service) such as fund managers who assist us in providing financial advice and paraplanners;
• insurance providers, superannuation trustees and product issuers in connection with the provision to you of the financial advice you have requested;
• organisations that assist in operating a financial planning business such as those that provide administrative, financial, accounting, insurance, research, legal, computer or other business services;
• your representatives or service providers such as your accountant, solicitor, tax agent, stockbroker or bank;
• government authorities and other organisations when required by law;
• organisations that you have consented to your personal information being disclosed to.