This policy covers OakView Financial Pty Ltd ACN 629 420 391 and all its related companies, including their subsidiaries (“OakView Australia”) and related body corporate, which includes all our superannuation, insurance and broking organisations.
Website means the domain name www.oakviewfinancial.com.au and any sub-domains.
You/Your means any person who accesses our Website or contacts us in person or by phone with regard to the products and services provided by us.
We value your privacy, and as such, we have taken the necessary precautions to comply with the Act, APP and CR Code.
The types of personal information that we collect typically includes your:
We collect personal information for a number of reasons, however the main reasons why we may collect personal information from you are:
We may collect personal information from you in a number of different ways for example:
You can deal with us anonymously when it is lawful and reasonably practicable to do so. For example, when making general enquiries about our products or services that do not involve the completion of an application for our products or services.
From time to time, we may also use your personal information to tell you about products and services we think may be of interest and value to you, but we will stop if you tell us to.
We may contact you by various means, including mail, telephone, email, SMS or other electronic means.
If you do not want to receive direct marketing offers from us, you can opt out by:
If OakView become aware that we have received information about you and that information is unsolicited personal information without your consent, we will within a reasonable perioddestroy or de-identify that information.
Where OakView Financial hold personal information about you that was collected for a particular purpose (“primary purpose”), OakView Financial must not use or disclose the information for another purpose (“secondary purpose”) unless:
Where OakView Financial have used or disclosed personal information in accordance with above, OakView Financial will keep evidence of this disclosure.
OakView may disclose personal information collected from you to:
By using our Website, purchasing any of our products or using our services, you agree that in respect of any of your personal information obtained by us:
Apart from the circumstances set out above, unless required by law, we will not disclose any personal information we collect from you without your specific consent.
Where OakView Financial hold personal information about you, OakView Financial will:
If you wish to change or update any of your personal information or you wish to access the personal information we hold about you please contact us and we will arrange for this to occur. We will endeavour to respond to your request within 14 days. You may be charged a fee for access to this information.
In accordance with the terms of this policy we may communicate with you to provide information about our products, support services and ongoing training, special offers, promotions or other matters that we believe may be of interest to you.
We will not send third party advertising information to you without first asking you whether you want to receive this information.
If you are receiving communications from us and you no longer wish to receive these communications please contact us and inform us that you wish to unsubscribe.
We will take reasonable steps to keep the information we collect about you secure and to prevent unauthorised access to this information. However, we cannot give any guarantees or warranties about the security of your information and we will not be held liable for any loss or damage that you may suffer as a result of any unauthorised access to your information.
Australian Privacy Principles 12 and 13 allow you to access and correct the personal information we hold about you in certain circumstances. If you would like to obtain such access, please contact us on the details set out below.
We will endeavour to deal with your complaint as soon as is reasonably practicable. If we are unable to satisfactorily resolve your complaint, it may be referred to a recognised external dispute resolution scheme.
You can also contact the Office of the Australian Information Commissioner by visiting the following website and following the steps listed on the website: www.oaic.gov.au/privacy/privacy-complaints.
Post: Attn. Privacy Department
PO BOX 4889, Gold Coast MC QLD 9726