Vertex Group Privacy Policy Vertex Group is committed to implementing and promoting
a privacy policy which will ensure the privacy and security of your
personal information. Accordingly, we have adopted the privacy policy
developed by GWM Adviser Services Ltd.
In order to comply with the requirements of the Privacy Act, we are
required to advise you that this firm holds personal information about
you. The information has been and will continue to be collected by us
for the purpose of providing you with financial services including:
the preparation of your financial plan;
the provision of financial planning advice to you;
making securities and investment recommendations;
reviewing your financial plan;
reviewing securities and investment recommendations;
risk insurance requirements
general Investment advice
We are required, pursuant to the Corporations Act, certain regulations
issued by the Australian Securities and Investments Commission and the
Rules of Professional Conduct of the Financial Planning Association,
of which this organisation is a member, to collect information about
you for the purpose of providing you with the services referred to above.
If you do not provide us with the information requested by us, we may
not be able to provide you with the services you require of us.
We will from time to time disclose information about you to other professionals,
insurance providers, superannuation trustees and product issuers in
connection with the purposes detailed above. Please note in certain
circumstances we may be required under law to disclose relevant information.
In the event we consider it necessary to use or disclose information
about you for purposes other than those detailed above, or related purposes,
we will seek your consent.
You are entitled to obtain access to the information which we hold
about you by contacting Mark McNeany on (03) 9832 0678 or by writing
to Vertex Group Pty Ltd, Suite 310/19 Milton Parade Malvern
Vic 3144.
Yours Sincerely,
Mark McNeany
Personal information collected when you use this website
The Commonwealth Privacy Act 1988 defines Personal
Information to be "information or an opinion (including information
or an opinion forming part of a database), whether true or not, and
whether recorded in a material form or not, about an individual whose
identity is apparent, or can reasonably be ascertained, from the information
or opinion."
While you visit this website, we may collect different
kinds of Personal Information from you in a variety of ways.
(a) Emails and Electronic Forms
The Personal Information collected by 'McNeany Financial
Services' when you send us an email, or if you complete and submit one
of the electronic forms on our website, will include your email address
and may also include some of your Personal Information. In all cases
and at all times, this Personal Information will only be used for the
stated purpose for which it was provided.
'Vertex Group' records your email address
and Personal Information in the following instances:
When you send feedback via email or electronic forms.
This Personal Information will not be disclosed to
a third party, other than our development team for the purposes of testing,
validating or upgrading online 'Vertex Group' services,
without your express consent.
Purpose and use of Personal Information we collect
from you
The Personal Information we collect from you is collected
for the following purposes:
Website and system administration, including
monitoring to prevent security breaches;
Enhancement to the website to the user's
needs; and
Communication, statistics, research and development.
No attempt will be made to identify individual users
or their browsing activities other than as disclosed in this privacy
statement or as required by law.
The Personal Information collected on this website
will not be disclosed to a third party except where authorised by you
or required by law.
Publication of your Personal Information
We will only publish Personal Information on this website
if it has been collected for this purpose with your knowledge, or if
you have otherwise consented to the disclosure.
When giving such consent you should be aware that Personal
Information published on this website is accessible to millions of users
from all over the world, that it will be indexed by search engines and
that it may be copied and used by any web user. This means that, once
the Personal Information is published on this website, we will have
no control over its subsequent use and disclosure. For example, participation
in any of the open forum services mentioned above may involve submitting
your email address and Personal Information into the public domain.
All Personal Information collected by the 'McNeany
Financial Services' is protected by the Commonwealth Privacy Act 1988
and any subsequent Federal legislation. Information on the Commonwealth
Privacy Act 1988 can be found on the Federal Privacy Commissioner's
website http://www.privacy.gov.au/ .
Access to the Personal Information we collect
If you wish to know what, if any, Personal Information
we hold about you, or wish to correct any Personal Information we may
hold about you, you may access and correct such Personal Information
at any time by contacting us using the contact information provided.
Security of your Personal Information
Your Personal Information will be held in strictest
confidence. We take all reasonable steps to ensure that the Personal
Information we hold in our servers is not subject to loss, misuse or
unauthorised access or alteration. We also take reasonable steps to
destroy or permanently de-identify Personal Information if it is no
longer required.
This website does not, however, provide facilities
for the secure transmission of information across the Internet. You
should be aware that there are inherent risks associated with the transmission
of Personal Information via the Internet.
You should also note that if you link to a non-'McNeany
Financial Services' website from this website, a different privacy and
security statement is likely to apply. Therefore, once you leave this
website, you should check the online privacy and security statements
of the new website you are visiting.
When to check this privacy statement
We may make changes to this privacy statement from time
to time, so you should check it each time you visit this website
