To provide our services, we collect, use and share personal information about you in accordance with our privacy policy.
Where reasonably possible this information comes directly from you.
By providing that personal information to us (or permitting us to collect it) you consent to us collecting, holding, using and sharing that personal information for the purposes we have disclosed in the privacy policy, such as delivering advice, and meeting our legal and regulatory obligations.
There may be times when we need to collect personal information about you from other sources.
This can include publicly available information and information provided by third parties, which may include:
This information will be relevant to the services we are providing.
This may include identity, contact, financial and credit information, employment details, insurance and risk information, and information required for legal and compliance purposes (including AML/CFT).
Your information is used to:
Where we collect personal information about you from sources other than you, we will take reasonable steps to obtain your consent and notify you of that collection and the purpose for which it is used, unless notification is not required under the Privacy Act 2020.
You may ask to access or correct your information at any time.
You will be required to sign an important document, ‘Privacy Statement and Authority to Act’ when we complete your loan application.
We recommend you read this document before you sign it.
I am happy to answer any questions you may have to make sure you understand the information provided to you.