Take the time to review
where your money is
invested. Your work super ‘default’ investment option may not be the most appropriate option for you. Maximise your long-term returns by choosing the best asset allocation to meet your own objectives.

Remember that on leaving your current employer, the life and disability cover you may have under the employer super plan may cease. Be sure to either continue this cover on leaving the plan or seek advice on replacing your cover with a personal policy or under your new employer super fund.

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