Version 1.0 July 2020.
The purpose of this policy is to cover the Privacy and Data security of information managed through JMT Wealth Management and its aligned Panel partners.
JMT Wealth Management recognises the trust you are placing in us by providing your personal details and we are committed to the protection of your personal information. This policy applies to and is adopted by our employees, related entities and associated companies and contractors which are subject to the Privacy Act 1988.
We collect information in a number of different ways including directly, indirectly and through third parties including:
When collecting your personal information, we may ask you to provide the following information:
If you provide us with direct debit or direct credit details, we will only disclose those details to the recommended provider you have agreed upon to facilitate the provision of that service.
We collect personal information so we can provide our services and goods to you. In addition, we may utilise this information to communicate news, promotional offers or special events to you or for marketing, research, planning and product development purposes.
This information is used to assist the conduct of our business, to provide and market our services, to communicate with you and, most importantly, to help us manage and enhance our services for you. By providing consent to receive these communications from us you are acknowledging that the consent will remain current until you advise us otherwise in writing.
You can opt out at any time by contacting our Privacy Officer or by unsubscribing to our commercial electronic messages as set out below.
You will only receive emails from us if:
JMT Wealth Management will destroy information if the information was not lawfully collected by us, and/or by written request by you.
If you, or a company you work for, supplies goods or services to us, we may collect personal information about you in connection with the provision of those goods or services, either directly from you or from that company. This information may include your name, date of birth, contact information, and any other information you provide. This information will be used for the purposes of managing the provision of those good or services only.
We may also collect the following information from you:
We use this information so that we can tell which pages are the most popular and where people spend most of their time on our website. We use this information to improve our website and our services delivered to you. In some circumstances we may collect personal information about an individual from a third party, for example, to analyse traffic at our website. If this information is linked with personal information we already hold about you (as set out above), this new information will be treated as personal information and will be handled in the same manner as the personal information to which it has been linked.
We may disclose your personal information to the following overseas recipients:
We will use all reasonable endeavours to keep your personal information in a secure environment, however, this security cannot be guaranteed due to the nature of the internet. We will take reasonable steps to protect personal information held from misuse, loss and from unauthorised access, modification or disclosure, for example by use of physical security and restricted access to electronic records.
When your personal information is no longer required and/or JMT Wealth Management are no longer legally required to retain it, we will take reasonable steps to destroy it. These measures are designed to assist in your personal information not being accessed by unauthorised personnel, lost or misused. If you reasonably believe that there has been unauthorised use or disclosure of your personal information, please contact us immediately (contact details below).
National Privacy Principle 6 of the Australian Privacy Act 1998 (Cth) allows you to get access to, and correct, the personal information we hold about you in certain circumstances.
To maintain the security of your personal information we may require you to provide proof of your identity before discussing any personal information and we may ask you to specify what information you require. Ways in which we may ask you to provide proof of identity may include the following:
All reasonable steps are taken by us to ensure that your personal information held by us is accurate, complete and up to date. If you believe that any of your personal information is inaccurate, please contact us and subject to the exceptions set out in the Privacy Act 1988, you may seek access to and correction of the personal information which we hold about you and we will take all reasonable steps to correct it within a reasonable timeframe.
If you have any questions about privacy-related issues or wish to complain about a breach of the Australian Privacy Principles or the handling of your personal information by us, please contact us. We may ask you to lodge your complaint in writing. Any complaint will be investigated by our Privacy Officer and you will be notified of the making of a decision in relation to your complaint as soon as is practicable after it has been made (usually within 30 days). If you are not satisfied with our response, you can refer your complaint to the Office of the Australian Information Commissioner (details below).
Privacy Officer – Jake Taylor
A: Tok Corporate Centre, 1/459 Toorak Road, Toorak VIC 3142.
M: +61 400 574 900.
For more information on privacy in Australia, please visit the Australian Commonwealth Government’s Office of the Australian Information Commissioner’s website at www.oaic.gov.au.
Jake Taylor | MFP, BCom (FP)
Authorised Representative No. 001251586
JMT Wealth Management Pty Ltd Corporate Authorised Representative No. 001276259
Axies Pty Ltd | ABN 38 136 704 446 | AFSL 339384