This information is of a general nature only and is not intended to constitute personal advice. It does not take into account your particular investment objectives, financial situation or needs and, accordingly, you should consider the appropriateness of this information in light of your own circumstances. We recommend that you obtain professional advice before undertaking financial transactions.
Graham Chatterton is an authorized representative of Consilium Advice Pty Ltd
AFSL 424974 ABN 86 158 826 647
Suite 1104 Level 11/37 Bligh St ,, Sydney, NSW, 2000.
Telephone: (02) 8003 5551
E: firstname.lastname@example.org W: www.consiliumadvice.com.au
Consilium Advice and your privacy
The privacy of your personal information
We collect your personal information to ensure we are able to provide you with products and services appropriate to your needs.
The financial planning process involves the following steps:
Effective financial planning is the result of carefully gathering the right information to enable a thorough assessment of your financial goals.
This can be achieved by completing or updating a Financial Needs Analysis. A Financial Needs Analysis will help identify what is relevant and assist in prioritising any actions required. We aim to ensure that the personal information we retain about you, is accurate, complete and up to date.
If you provide us with incomplete or inaccurate information, we may not be able to provide you with the products or services you are seeking.
The law also requires us to collect personal information. For example, The Corporations Act 2001 requires us to identify a person’s needs, objectives and financial circumstances to be able to provide advice, and the Anti Money Laundering and Counter Terrorism Financing Act 2006 (Cth) requires us to identify all clients and to conduct identity verification checks.
2. Access to your personal information
Subject to permitted exceptions, you can access your personal information at any time by contacting your financial adviser.
At times, we may need to communicate your personal information to other parties, including:
Why do we ask you to complete the Data Collection Form?
The Discovery document relates to your personal and financial objectives, current financial situation, and gives me a picture of your current situation and the type of advice you are seeking. The information we collect will ensure that we have sufficient understanding of your current situation to provide you with financial advice that is appropriate to you. You have the right not to provide us with this information, however, if you do not we may be unable to provide you with personal financial advice.
Your Privacy Rights
Consilium’s commitment to protecting your privacy means that, amongst other things, in the process of collection, storage, accuracy, use and disclosure of your personal information, your privacy is respected.
Consilium is bound by the National Privacy Principles under the Privacy Act. This policy explains how we treat information that we hold about you. It sets out the types of information we collect, how we may use that information and who we allow to access it. In addition to this policy, we will on occasions provide you with specific notice about how we use particular information that we collect from you.