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Our Privacy Policy

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Our Commitment
We handle personal information provided by and about people every day. By personal information we mean information or an opinion about a person whose identity is apparent or can reasonably be ascertained.

We believe that this Statement will address any potential concerns you may have about how personal information you provide is collected, held, used, corrected, disclosed and transferred. If you seek any further information please contact us in the manner set out below.

Collection
In the course of our activities we collect and hold personal information. Our main purpose for collecting that personal information is to provide services or information to you in accordance with your requests or reasonable expectations, to maintain a register of our clients, to maintain our client database, to update our records and to disseminate topical information and details of events of interest.

We will only collect personal information from you that is necessary for one or more of our services and activities. We will only collect personal information from you by lawful and fair means, without being unreasonably intrusive, such as when you complete an application form or questionnaire.

Where reasonable and practicable, we will only collect personal information about you from you.

However, failure to provide full and complete information we request may mean that we are unable to provide services to you fully and properly. Once we hold personal information we will take reasonable steps to keep it accurate, complete and up-to-date.

User and Disclosure
We will only use your personal information for the main purpose for which it was collected, except where either you consent to us using that personal information for another purpose, or where the other purpose is related to the main purpose and you would reasonably expect us to use the personal information for that other purpose, or where it is required by or to the extent permitted by law.

We will only disclose personal information to third party entities carrying out functions on our behalf on a confidential basis.

You should note that information we collect from you may also be disclosed to third parties if that disclosure is required by or to the extent permitted by law.

Access and Correction
You are able to access and update the personal information that we hold about you at any time. To amend personal information that we hold you should contact your Coach. Please note that there may be a cost associated with this service.

Security
We will protect personal information from misuse and loss, and destroy or permanently de-identify personal information we no longer need.

Identifiers
We will not adopt as our own any identifiers that you may provide to us such as TFN's, Medicare numbers etc.

Complaints Resolution
We are committed to providing members, and other parties whose personal information we hold, a fair and responsible system for the handling of their complaints.

Future Changes
From time to time, our policies will be reviewed and may be revised. We reserve the right to change its Privacy Policy at any time and notify you by posting an updated version of the policy on our website. The amended Privacy Policy will apply from the date it is posted onto our website.

Disclaimer

General Advice Warning:
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances. Hypothetical scenarios are based on assumptions and are not guarantee of any outcome in the future. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.

Advantage First Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 1000091) of IPraxis Pty Ltd (ABN 39 114 365 007), which is the owner of Australian Financial Service License No: 329337.

Other Advice Warning:
Before acting on any of the information presented here, please seek professional financial advice.

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