© 2014 AIIB Financial Services Pty Ltd, all rights reserved
AIIB Financial Services Pty Limited
Authorised Representatives of
Apogee Financial Planning Ltd
Australian Financial Services Licensee
Registered Office at 105 – 153 Miller Street North Sydney NSW 2060
General Advice Warning
Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. Consider our disclosure documents, which include our FSG and Product disclosure Statements (PDS) for some products
website terms & conditions
The privacy of your personal information has always been important to us at AIIB Financial Services Pty Ltd. In addition to complying with existing laws that govern confidential information that you provide to us, we are also required to comply with the Australian Privacy Principles. We will always seek to comply with the Australian Privacy Principles as well as other applicable laws affecting your personal information.
Collecting Your Personal Information
Your personal information will be collected and held by AIIB Financial Services Pty Ltd, who are authorised representatives of Apogee Financial Planning Pty Ltd, an Australian Financial Services Licensee, for the purposes of:
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. This includes:
The personal information collected may include sensitive information such as health information and memberships of professional or trade associations.
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.
How Your Personal Information is Held
Your personal information is generally held in client files or a computer database. Your personal information may also be held in a secure archiving facility.
We will seek to ensure that we take reasonable steps to ensure that the personal information that we hold is protected from misuse and loss and from unauthorised access, modification and disclosure. Some of the measures that we have adopted are having facilities for the secure storage of personal information, having secure offices and access controls for our computer systems.
We will also take reasonable steps to destroy or permanently de-
Using and Disclosing 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:
Your personal information may also be used in connection with such purposes.
We will seek to ensure that your personal information is not used or disclosed for any purpose other than:
We may disclose your personal information to third parties who provide services to us, in which case we will seek to ensure that the personal information is held, used or disclosed consistently with the Australian Privacy Principles.
Organisations outside Australia
Currently, we do not share your information with organisations outside Australia.
We may store your information in the cloud or other types of networked or electronic storage. As electronic or networked storage can be accessed from various countries via an Internet connection, it's not always practicable to know in which country your information may be held. If your information is stored in this way, disclosures may occur in countries other than those listed. Overseas organisations may be required to disclose information we share with them under a foreign law. In those instances, we will not be responsible for that disclosure.
Accessing your Personal Information
You can gain access to your personal information that we hold. This is subject to exceptions allowed by law such as where providing you with access would have an unreasonable impact upon the privacy of others. If we deny a request for access we will provide you with the reasons for this decision. To request access please contact us (see "Contacting Us and Privacy Issues" below).
Correcting Your Personal Information
We endeavour to take reasonable steps to ensure that the personal information that we collect, use or disclose is accurate, complete and up-
If we agree that the personal information requires correcting we will take reasonable steps to do so. If we do not correct your personal information we will provide you with the reasons for not correcting your personal information. If you request that we associate with the information a statement claiming that the information is not accurate, complete and up-
Contacting Us and Privacy Issues
You can obtain further information on request about the way in which we manage the personal information that we hold or you can raise any privacy issues with us, including a complaint about privacy, by contacting us on 02 6983 7233. We are committed to resolving your complaint.