Privacy Disclosure Statement

At Great Western Insurance Brokers Pty Ltd (GWIB) we are committed to ensuring the privacy of the personal information you provide to us. We believe that respect for your privacy forms part of the ongoing trust we wish to develop with you. The following statement sets out our general policy for the protection of your privacy.

In order to comply with the requirements of the Privacy Act, GWIB are required to advise you that we hold 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:

  1. The provision of financial advice to you
  2. Making insurance and investment recommendations
  3. Reviewing your financial plan
  4. Reviewing insurance and investment recommendations
  5. Providing information as directed to your Accountant/Solicitor/Financial Institutions

GWIB are required, pursuant to the Corporation Act, certain regulations issued by the Australian Securities and Investments Commission and the Rules of Professional Conduct of the Financial Advisers Association of which GWIB advisers are members, to collect information about you for the purpose of providing the services referred to above. If you do not provide us with the information requested, 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 staff representatives of this organisation and to other professionals, insurance providers, Superannuation trustees and product issuers in connection with the purposes detailed above. 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.

There may be times that we will be required to provide personal information to selected Government Agencies such as Austrac.

You are entitled to obtain access to the information that we hold about you by contacting our Privacy Officer as detailed below.

If you wish to complain about any breach or potential breach of this Privacy Policy or the National Privacy Principles, you should contact our Privacy Officer in writing. Your complaint will be considered within 14 days and responded to. If you are not satisfied with our response, we will advise you on your options for further proceeding with your complaint.