privacy disclosure statement

In order to comply with the requirements of the Privacy Act, we are required to advise you that Agnew Wealth Creations holds personal information about you. The information has been and will continue to be collected by us for the purpose of providing you with the financial planning and accountancy services we have agreed upon. These services may include the provision of financial planning advice, the preparation, review and/or implementation of your financial plan, the making, reviewing and/or implementation of securities and investment recommendations and facilitating loans. These services may also include any other accountancy-based services, such as lodgement of various tax returns and company secretarial work. From time to time we may also provide you with marketing material which may be of interest to you.

Under legislation and the rules of conduct of the relevant industry bodies, we are required 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.

For the purpose of carrying out their obligations as a Licensed Securities Dealer, we may disclose your personal information to the dealer, Premium Accounting Group, under whose license representatives of Agnew Wealth Creations are authorised to provide financial planning advice.

We will from time to time disclose information about you to other professionals, superannuation fund trustees, insurance providers, product issuers and administration and/or other service providers in connection with providing you with the agreed services. In the event we consider it necessary to use or disclose information about you for purposes other than those services, or related purposes, we will seek your consent.

We will at all times seek to ensure that the personal information collected and held by us is protected from misuse, loss, unauthorised access, modification or disclosure.

We may use the personal information collected from you for the purpose of providing you with marketing material which may be of interest to you, however, you may request not to receive such information and we will give effect to that request.

We may be allowed or obliged to disclose information by law e.g. under Court Orders or Statutory Notices pursuant to taxation or social security laws.

We will endeavour to ensure that, at all times, the personal information which we hold is up to date and accurate. If you become aware that any information held by us is not up to date or accurate, you should notify us and we will take all reasonable steps to correct the information.

You are entitled to obtain access to the information which we hold about you by contacting Grant Agnew on 02-4423 7333 or by writing to PO Box 1616, Nowra NSW 2541. We may charge you for providing access on a time and cost basis.

A copy of our full Privacy Policy and a summary of the National Privacy Principles are available from our office.