The kind of personal information we may collect include your:
- Full name and birth date
- Contact information such as postal and residential addresses, telephone and facsimile numbers and email addresses
- Financial information and/or government identifiers such as your tax file number, ABN or registered business names (where relevant)
We collect this personal information directly from you. We do this when you meet with us, provide your information to us in a document, telephone call or facsimile message, by forwarding us an email, or by submitting your information when using our website.
In some cases personal information may be provided by an entity or person that you have authorised to do so. This could be your employer or a business entity you are involved with either as a principal, member or beneficiary. This information would be provided for the purpose of us providing services to you or on your behalf. The privacy of any personal information provided to us in this way will be protected in accordance with the APPs.
Personal information is collected in order to conduct our business and to provide and market our services to you. This includes:
- Any purposes necessary or related to the delivery of services to you
- Any purposes that you may reasonably expect
- Any other purpose that is authorised by law or required for us to comply with our legal obligations
- Any other purposes that are disclosed to you or authorised by you
This may include disclosure to organisations that provide us with support services and professional advice. The collection will be fair, lawful and discreet. Your relationship with the firm and the services we provide to you will determine the nature of the information that is disclosed.
We will not collect sensitive information without your consent, unless it is legally required. We may collect sensitive information in other specific circumstances as outlined in the APPs (for example, if it relates to the provision of health services and individual or public health or safety).